Phillips Financial Management’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
Q3 | $288K | Sell |
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|
2025
Q2 | $273K | Hold |
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|
2025
Q1 | $263K | Hold |
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|
2024
Q4 | $273K | Sell |
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|
2024
Q3 | $1.3M | Hold |
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|
2024
Q2 | $1.19M | Hold |
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|
2024
Q1 | $1.23M | Hold |
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|
2023
Q4 | $1.18M | Hold |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.5M | Hold |
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|
2022
Q4 | $1.46M | Buy |
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|
2022
Q3 | $1.22M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.47M | Buy |
|