Kingsview Wealth Management’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
Q1 | – | Sell |
-2,301
| Closed | -$220K | – | 1141 |
|
|
2024
Q4 | $220K | Sell |
2,301
-260
| -10% | -$24.8K | ﹤0.01% | 1025 |
|
|
2024
Q3 | $245K | Hold |
2,561
| – | – | 0.01% | 950 |
|
|
2024
Q2 | $224K | Sell |
2,561
-10
| -0.4% | -$876 | 0.01% | 942 |
|
|
2024
Q1 | $233K | Sell |
2,571
-150
| -6% | -$13.6K | 0.01% | 915 |
|
|
2023
Q4 | $237K | Buy |
+2,721
| New | +$237K | 0.01% | 838 |
|
|
2021
Q3 | – | Sell |
-11,210
| Closed | -$915K | – | 880 |
|
|
2021
Q2 | $915K | Buy |
+11,210
| New | +$915K | 0.05% | 402 |
|
|
2021
Q1 | – | Sell |
-18,740
| Closed | -$1.23M | – | 842 |
|
|
2020
Q4 | $1.23M | Sell |
18,740
-790
| -4% | -$52K | 0.09% | 232 |
|
|
2020
Q3 | $1.02M | Buy |
19,530
+336
| +2% | +$17.6K | 0.09% | 218 |
|
|
2020
Q2 | $987K | Buy |
+19,194
| New | +$987K | 0.1% | 205 |
|
|
2019
Q3 | – | Sell |
-3,532
| Closed | -$217K | – | 430 |
|
|
2019
Q2 | $217K | Sell |
3,532
-12,490
| -78% | -$767K | 0.04% | 379 |
|
|
2019
Q1 | $960K | Buy |
+16,022
| New | +$960K | 0.15% | 184 |
|