Kingsview Wealth Management’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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $220K | Sell |
|
|||||
|
2024
Q3 | $245K | Hold |
|
|||||
|
2024
Q2 | $224K | Sell |
|
|||||
|
2024
Q1 | $233K | Sell |
|
|||||
|
2023
Q4 | $237K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $915K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $1.23M | Sell |
|
|||||
|
2020
Q3 | $1.02M | Buy |
|
|||||
|
2020
Q2 | $987K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $217K | Sell |
|
|||||
|
2019
Q1 | $960K | Buy |
|