Key Financial Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,326
| Closed | -$161K | – | 1189 |
|
|
2022
Q4 | $161K | Hold |
2,326
| – | – | 0.08% | 185 |
|
|
2022
Q3 | $161K | Hold |
2,326
| – | – | 0.08% | 187 |
|
|
2022
Q2 | $170K | Hold |
2,326
| – | – | 0.09% | 168 |
|
|
2022
Q1 | $195K | Hold |
2,326
| – | – | 0.1% | 166 |
|
|
2021
Q4 | $196K | Hold |
2,326
| – | – | 0.1% | 155 |
|
|
2021
Q3 | $185K | Hold |
2,326
| – | – | 0.1% | 157 |
|
|
2021
Q2 | $188K | Hold |
2,326
| – | – | 0.11% | 159 |
|
|
2021
Q1 | $182K | Hold |
2,326
| – | – | 0.12% | 147 |
|
|
2020
Q4 | $153K | Buy |
+2,326
| New | +$153K | 0.11% | 143 |
|
|
2020
Q2 | – | Sell |
-2,326
| Closed | -$99K | – | 363 |
|
|
2020
Q1 | $99K | Buy |
+2,326
| New | +$99K | 0.1% | 157 |
|