Rockefeller Capital 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 | $114K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $40K | Hold |
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|
2022
Q3 | $36K | Sell |
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|
2022
Q2 | $40K | Buy |
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|
2022
Q1 | $34K | Sell |
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|
2021
Q4 | $41K | Hold |
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|
2021
Q3 | $39K | Hold |
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|
2021
Q2 | $40K | Sell |
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|
2021
Q1 | $44K | Hold |
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|
2020
Q4 | $37K | Hold |
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|
2020
Q3 | $29K | Buy |
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|
2020
Q2 | $25K | Sell |
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|
2020
Q1 | $143K | Buy |
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