Keystone Financial Group (Kentucky)’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 | Hold |
2,490
| – | – | 0.02% | 366 |
|
|
2025
Q1 | $229K | Hold |
2,490
| – | – | 0.02% | 348 |
|
|
2024
Q4 | $238K | Buy |
2,490
+9
| +0.4% | +$860 | 0.02% | 335 |
|
|
2024
Q3 | $238K | Buy |
+2,481
| New | +$238K | 0.03% | 325 |
|
|
2024
Q2 | – | Sell |
-2,499
| Closed | -$227K | – | 231 |
|
|
2024
Q1 | $227K | Hold |
2,499
| – | – | 0.03% | 306 |
|
|
2023
Q4 | $218K | Buy |
+2,499
| New | +$218K | 0.04% | 275 |
|
|
2023
Q3 | – | Sell |
-2,492
| Closed | -$205K | – | 308 |
|
|
2023
Q2 | $205K | Buy |
+2,492
| New | +$205K | 0.03% | 281 |
|