Jones Financial Companies’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Sell
2,488
-197
-7% -$18.8K ﹤0.01% 1589
2025
Q1
$246K Buy
2,685
+302
+13% +$27.7K ﹤0.01% 1416
2024
Q4
$228K Buy
2,383
+2,129
+838% +$203K ﹤0.01% 1297
2024
Q3
$24.3K Buy
+254
New +$24.3K ﹤0.01% 1886