Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $269K | Hold |
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|
2021
Q3 | $254K | Hold |
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|
2021
Q2 | $258K | Sell |
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|
2021
Q1 | $251K | Buy |
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|
2020
Q4 | $143K | Buy |
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|
2020
Q3 | $114K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $92K | Buy |
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|
2019
Q4 | $120K | Buy |
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|
2019
Q3 | $108K | Hold |
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|
2019
Q2 | $108K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $84K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $71K | Sell |
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|
2017
Q2 | $80K | Sell |
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|
2017
Q1 | $88K | Sell |
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|
2016
Q4 | $97K | Sell |
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|
2016
Q3 | $100K | Buy |
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|
2016
Q2 | $77K | Hold |
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|
2016
Q1 | $75K | Sell |
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|
2015
Q4 | $79K | Buy |
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|
2015
Q3 | $43K | Hold |
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|
2015
Q2 | $48K | Hold |
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|
2015
Q1 | $49K | Buy |
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|
2014
Q4 | $39K | Hold |
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|
2014
Q3 | $37K | Buy |
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