Private Trust Company’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
$45.3K Hold
2025
Q2
$43K Hold
2025
Q1
$41.4K Buy
2023
Q3
Sell
2023
Q2
$32.9K Hold
2023
Q1
$31.5K Hold
2022
Q4
$31K Hold
2022
Q3
$28K Hold
2022
Q2
$29K Buy