Mather 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
Sell
-166
Closed -$15.3K 1165
2025
Q1
$15.3K Hold
166
﹤0.01% 1150
2024
Q4
$15.9K Hold
166
﹤0.01% 1132
2024
Q3
$15.9K Hold
166
﹤0.01% 1100
2024
Q2
$15.1K Sell
166
-119
-42% -$10.8K ﹤0.01% 1329
2024
Q1
$24.8K Buy
+285
New +$24.8K ﹤0.01% 1017