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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$238K Sell
2025
Q1
$246K Buy
2024
Q4
$228K Buy
2024
Q3
$24.3K Buy