Meridian 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
Q2 | $432K | Buy |
4,521
+56
| +1% | +$5.35K | 0.02% | 485 |
|
|
2025
Q1 | $411K | Buy |
4,465
+11
| +0.2% | +$1.01K | 0.02% | 454 |
|
|
2024
Q4 | $426K | Buy |
4,454
+75
| +2% | +$7.17K | 0.02% | 446 |
|
|
2024
Q3 | $419K | Buy |
+4,379
| New | +$419K | 0.02% | 447 |
|
|
2024
Q1 | – | Sell |
-3,778
| Closed | -$329K | – | 352 |
|
|
2023
Q4 | $329K | Buy |
3,778
+307
| +9% | +$26.8K | 0.02% | 479 |
|
|
2023
Q3 | $270K | Buy |
3,471
+122
| +4% | +$9.51K | 0.02% | 467 |
|
|
2023
Q2 | $276K | Buy |
3,349
+51
| +2% | +$4.2K | 0.02% | 456 |
|
|
2023
Q1 | $259K | Buy |
3,298
+20
| +0.6% | +$1.57K | 0.02% | 455 |
|
|
2022
Q4 | $252K | Buy |
3,278
+158
| +5% | +$12.1K | 0.02% | 452 |
|
|
2022
Q3 | $216K | Buy |
3,120
+32
| +1% | +$2.22K | 0.02% | 442 |
|
|
2022
Q2 | $223K | Hold |
3,088
| – | – | 0.02% | 497 |
|
|
2022
Q1 | $259K | Hold |
3,088
| – | – | 0.03% | 336 |
|
|
2021
Q4 | $260K | Sell |
3,088
-124
| -4% | -$10.4K | 0.03% | 342 |
|
|
2021
Q3 | $256K | Hold |
3,212
| – | – | 0.03% | 331 |
|
|
2021
Q2 | $260K | Hold |
3,212
| – | – | 0.03% | 327 |
|
|
2021
Q1 | $251K | Hold |
3,212
| – | – | 0.04% | 305 |
|
|
2020
Q4 | $211K | Buy |
+3,212
| New | +$211K | 0.03% | 312 |
|
|
2019
Q3 | – | Sell |
-2,100
| Closed | -$1.29K | – | 337 |
|
|
2019
Q2 | $1.29K | Buy |
+2,100
| New | +$1.29K | 0.05% | 253 |
|