Larson Financial Group’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
2026 Q1	$67.6K	Hold	663	–	–	﹤0.01%	1184
2025 Q4	$67K	Sell	663 -293	-31%	-$29.6K	﹤0.01%	1098
2025 Q3	$96.4K	Sell	956 -20	-2%	-$1.98K	﹤0.01%	915
2025 Q2	$93.2K	Hold	976	–	–	﹤0.01%	865
2025 Q1	$89.9K	Hold	976	–	–	﹤0.01%	826
2024 Q4	$93.3K	Buy	976 +952	+3,967%	+$94.1K	﹤0.01%	745
2024 Q3	$2.3K	Hold	24	–	–	﹤0.01%	1829
2024 Q2	$2.1K	Hold	24	–	–	﹤0.01%	1589
2024 Q1	$2.18K	Hold	24	–	–	﹤0.01%	1350
2023 Q4	$2.09K	Hold	24	–	–	﹤0.01%	1362
2023 Q3	$1.84K	Hold	24	–	–	﹤0.01%	1375
2023 Q2	$1.95K	Hold	24	–	–	﹤0.01%	1269
2023 Q1	$1.86K	Hold	24	–	–	﹤0.01%	1249
2022 Q4	$1.81K	Hold	24	–	–	﹤0.01%	1207
2022 Q3	$2K	Hold	24	–	–	﹤0.01%	1121
2022 Q2	$2K	Hold	24	–	–	﹤0.01%	1037
2022 Q1	$2K	Sell	24 -500	-95%	-$41.1K	﹤0.01%	921
2021 Q4	$44K	Sell	524 -6	-1%	-$504	0.01%	400
2021 Q3	$42K	Buy	530 +2	+0.4%	+$161	0.01%	328
2021 Q2	$43K	Sell	528 -4	-0.8%	-$327	0.01%	301
2021 Q1	$42K	Sell	532 -20	-4%	-$1.46K	0.01%	285
2020 Q4	$36K	Buy	552 +26	+5%	+$1.58K	0.01%	263
2020 Q3	$28K	Buy	526 +26	+5%	+$1.39K	0.01%	269
2020 Q2	$26K	Buy	+500	New	+$24.1K	0.01%	259