OFC Financial Planning’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
$576K Sell
6,034
-33
-0.5% -$3.15K 0.61% 39
2025
Q1
$558K Sell
6,067
-147
-2% -$13.5K 0.63% 38
2024
Q4
$594K Buy
+6,214
New +$594K 0.63% 38