Level Four Advisory Services’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 | $441K | Hold |
4,616
| – | – | 0.02% | 554 |
|
|
2025
Q1 | $425K | Buy |
4,616
+53
| +1% | +$4.88K | 0.02% | 538 |
|
|
2024
Q4 | $436K | Buy |
4,563
+736
| +19% | +$70.3K | 0.02% | 528 |
|
|
2024
Q3 | $366K | Sell |
3,827
-307
| -7% | -$29.4K | 0.02% | 586 |
|
|
2024
Q2 | $362K | Sell |
4,134
-60
| -1% | -$5.25K | 0.02% | 562 |
|
|
2024
Q1 | $366K | Hold |
4,194
| – | – | 0.02% | 554 |
|
|
2023
Q4 | $366K | Sell |
4,194
-489
| -10% | -$42.6K | 0.02% | 553 |
|
|
2023
Q3 | $365K | Hold |
4,683
| – | – | 0.02% | 530 |
|
|
2023
Q2 | $386K | Sell |
4,683
-139
| -3% | -$11.4K | 0.02% | 548 |
|
|
2023
Q1 | $379K | Buy |
+4,822
| New | +$379K | 0.02% | 528 |
|