Mutual 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 | $498K | Buy |
5,039
+2,758
| +121% | +$273K | 0.01% | 779 |
|
|
2025
Q1 | $200K | Sell |
2,281
-367
| -14% | -$32.2K | 0.01% | 1037 |
|
|
2024
Q4 | $261K | Buy |
2,648
+90
| +4% | +$8.88K | 0.01% | 933 |
|
|
2024
Q3 | $247K | Sell |
2,558
-55
| -2% | -$5.31K | 0.01% | 977 |
|
|
2024
Q2 | $243K | Sell |
2,613
-115
| -4% | -$10.7K | 0.01% | 970 |
|
|
2024
Q1 | $248K | Buy |
+2,728
| New | +$248K | 0.01% | 949 |
|
|
2022
Q3 | – | Sell |
-23,174
| Closed | -$1.68M | – | 898 |
|
|
2022
Q2 | $1.68M | Buy |
+23,174
| New | +$1.68M | 0.11% | 213 |
|