JPMorgan Chase & Co’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 | $2.33M | Buy |
24,404
+590
| +2% | +$56.3K | ﹤0.01% | 3234 |
|
|
2025
Q1 | $2.19M | Buy |
23,814
+292
| +1% | +$26.9K | ﹤0.01% | 3200 |
|
|
2024
Q4 | $2.25M | Buy |
23,522
+670
| +3% | +$64K | ﹤0.01% | 3318 |
|
|
2024
Q3 | $2.19M | Buy |
22,852
+6,679
| +41% | +$639K | ﹤0.01% | 3207 |
|
|
2024
Q2 | $1.42M | Sell |
16,173
-2,375
| -13% | -$208K | ﹤0.01% | 3301 |
|
|
2024
Q1 | $1.68M | Sell |
18,548
-5,788
| -24% | -$526K | ﹤0.01% | 3260 |
|
|
2023
Q4 | $2.12M | Buy |
24,336
+18,532
| +319% | +$1.62M | ﹤0.01% | 3116 |
|
|
2023
Q3 | $452K | Hold |
5,804
| – | – | ﹤0.01% | 3781 |
|
|
2023
Q2 | $478K | Sell |
5,804
-1,602
| -22% | -$132K | ﹤0.01% | 3790 |
|
|
2023
Q1 | $583K | Hold |
7,406
| – | – | ﹤0.01% | 3737 |
|
|
2022
Q4 | $568K | Hold |
7,406
| – | – | ﹤0.01% | 3685 |
|
|
2022
Q3 | $514K | Sell |
7,406
-54
| -0.7% | -$3.75K | ﹤0.01% | 3730 |
|
|
2022
Q2 | $539K | Buy |
7,460
+634
| +9% | +$45.8K | ﹤0.01% | 3826 |
|
|
2022
Q1 | $572K | Buy |
6,826
+870
| +15% | +$72.9K | ﹤0.01% | 3926 |
|
|
2021
Q4 | $502K | Buy |
5,956
+252
| +4% | +$21.2K | ﹤0.01% | 4053 |
|
|
2021
Q3 | $454K | Hold |
5,704
| – | – | ﹤0.01% | 4019 |
|
|
2021
Q2 | $462K | Hold |
5,704
| – | – | ﹤0.01% | 4046 |
|
|
2021
Q1 | $446K | Buy |
5,704
+2,582
| +83% | +$202K | ﹤0.01% | 4101 |
|
|
2020
Q4 | $206K | Buy |
3,122
+2,122
| +212% | +$140K | ﹤0.01% | 4135 |
|
|
2020
Q3 | $52K | Sell |
1,000
-6,000
| -86% | -$312K | ﹤0.01% | 4270 |
|
|
2020
Q2 | $360K | Hold |
7,000
| – | – | ﹤0.01% | 3421 |
|
|
2020
Q1 | $295K | Hold |
7,000
| – | – | ﹤0.01% | 3550 |
|
|
2019
Q4 | $455K | Hold |
7,000
| – | – | ﹤0.01% | 3462 |
|
|
2019
Q3 | $432K | Hold |
7,000
| – | – | ﹤0.01% | 3403 |
|
|
2019
Q2 | $424K | Hold |
7,000
| – | – | ﹤0.01% | 3435 |
|
|
2019
Q1 | $420K | Buy |
+7,000
| New | +$420K | ﹤0.01% | 3446 |
|
|
2018
Q1 | – | Sell |
-17,000
| Closed | -$1.04M | – | 4735 |
|
|
2017
Q4 | $1.04M | Hold |
17,000
| – | – | ﹤0.01% | 3041 |
|
|
2017
Q3 | $996K | Buy |
+17,000
| New | +$996K | ﹤0.01% | 2931 |
|