Larson Financial Group’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 | $93.2K | Hold |
976
| – | – | ﹤0.01% | 861 |
|
|
2025
Q1 | $89.9K | Hold |
976
| – | – | ﹤0.01% | 821 |
|
|
2024
Q4 | $93.3K | Buy |
976
+952
| +3,967% | +$91K | ﹤0.01% | 741 |
|
|
2024
Q3 | $2.3K | Hold |
24
| – | – | ﹤0.01% | 1816 |
|
|
2024
Q2 | $2.1K | Hold |
24
| – | – | ﹤0.01% | 1583 |
|
|
2024
Q1 | $2.18K | Hold |
24
| – | – | ﹤0.01% | 1345 |
|
|
2023
Q4 | $2.09K | Hold |
24
| – | – | ﹤0.01% | 1360 |
|
|
2023
Q3 | $1.84K | Hold |
24
| – | – | ﹤0.01% | 1374 |
|
|
2023
Q2 | $1.95K | Hold |
24
| – | – | ﹤0.01% | 1266 |
|
|
2023
Q1 | $1.86K | Hold |
24
| – | – | ﹤0.01% | 1247 |
|
|
2022
Q4 | $1.81K | Hold |
24
| – | – | ﹤0.01% | 1206 |
|
|
2022
Q3 | $2K | Hold |
24
| – | – | ﹤0.01% | 1120 |
|
|
2022
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 1037 |
|
|
2022
Q1 | $2K | Sell |
24
-500
| -95% | -$41.7K | ﹤0.01% | 920 |
|
|
2021
Q4 | $44K | Sell |
524
-6
| -1% | -$504 | 0.01% | 400 |
|
|
2021
Q3 | $42K | Buy |
530
+2
| +0.4% | +$158 | 0.01% | 328 |
|
|
2021
Q2 | $43K | Sell |
528
-4
| -0.8% | -$326 | 0.01% | 301 |
|
|
2021
Q1 | $42K | Sell |
532
-20
| -4% | -$1.58K | 0.01% | 285 |
|
|
2020
Q4 | $36K | Buy |
552
+26
| +5% | +$1.7K | 0.01% | 263 |
|
|
2020
Q3 | $28K | Buy |
526
+26
| +5% | +$1.38K | 0.01% | 269 |
|
|
2020
Q2 | $26K | Buy |
+500
| New | +$26K | 0.01% | 259 |
|