Mosaic Family Wealth Partners’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 | $530K | Hold |
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|
2025
Q1 | $511K | Hold |
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|
2024
Q4 | $531K | Buy |
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|
2024
Q3 | $517K | Buy |
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|
2024
Q2 | $438K | Hold |
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|
2024
Q1 | $454K | Sell |
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|
2023
Q4 | $440K | Buy |
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|
2023
Q3 | $387K | Hold |
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|
2023
Q2 | $409K | Sell |
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|
2023
Q1 | $403K | Hold |
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|
2022
Q4 | $393K | Buy |
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