JP Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.34M | Buy |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.43M | Buy |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $1.06M | Sell |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $1.07M | Sell |
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | $998K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $243K | Sell |
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|
2019
Q4 | $383K | Buy |
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|
2019
Q3 | $353K | Hold |
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|
2019
Q2 | $351K | Hold |
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|
2019
Q1 | $343K | Hold |
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|
2018
Q4 | $301K | Sell |
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|
2018
Q3 | $382K | Buy |
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|
2018
Q2 | $345K | Sell |
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|
2018
Q1 | $340K | Buy |
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|
2017
Q4 | $222K | Sell |
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|
2017
Q3 | $224K | Hold |
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|
2017
Q2 | $218K | Hold |
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|
2017
Q1 | $216K | Buy |
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