Meridian Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
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|
2025
Q1 | $411K | Buy |
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|
2024
Q4 | $426K | Buy |
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|
2024
Q3 | $419K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $329K | Buy |
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|
2023
Q3 | $270K | Buy |
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|
2023
Q2 | $276K | Buy |
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|
2023
Q1 | $259K | Buy |
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|
2022
Q4 | $252K | Buy |
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|
2022
Q3 | $216K | Buy |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $259K | Hold |
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|
2021
Q4 | $260K | Sell |
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|
2021
Q3 | $256K | Hold |
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|
2021
Q2 | $260K | Hold |
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|
2021
Q1 | $251K | Hold |
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|
2020
Q4 | $211K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.29K | Buy |
|