Moneta Group Investment Advisors’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 | $547K | Sell |
5,732
-6,355
| -53% | -$607K | 0.01% | 421 |
|
|
2025
Q1 | $1.11M | Hold |
12,087
| – | – | 0.02% | 277 |
|
|
2024
Q4 | $1.15M | Sell |
12,087
-80
| -0.7% | -$7.64K | 0.02% | 264 |
|
|
2024
Q3 | $1.16M | Hold |
12,167
| – | – | 0.02% | 261 |
|
|
2024
Q2 | $1.07M | Hold |
12,167
| – | – | 0.02% | 263 |
|
|
2024
Q1 | $1.1M | Buy |
12,167
+600
| +5% | +$54.5K | 0.02% | 259 |
|
|
2023
Q4 | $1.01M | Buy |
+11,567
| New | +$1.01M | 0.02% | 238 |
|
|
2022
Q3 | – | Sell |
-3,460
| Closed | -$250K | – | 451 |
|
|
2022
Q2 | $250K | Buy |
3,460
+272
| +9% | +$19.7K | 0.01% | 410 |
|
|
2022
Q1 | $267K | Buy |
+3,188
| New | +$267K | 0.01% | 374 |
|