Moneta Group Investment Advisors’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Moneta Group Investment Advisors’s Portfolio IVOV Stock Details IVOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$547K	Sell
2025 Q1	$1.11M	Hold
2024 Q4	$1.15M	Sell
2024 Q3	$1.16M	Hold
2024 Q2	$1.07M	Hold
2024 Q1	$1.1M	Buy
2023 Q4	$1.01M	Buy
2022 Q3	–	Sell
2022 Q2	$250K	Buy
2022 Q1	$267K	Buy