Rodgers & Associates’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
Q2 | $503K | Buy |
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|
2025
Q1 | $415K | Hold |
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|
2024
Q4 | $431K | Hold |
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|
2024
Q3 | $431K | Hold |
|
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|
2024
Q2 | $395K | Sell |
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|
2024
Q1 | $414K | Sell |
|
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|
2023
Q4 | $445K | Hold |
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|
2023
Q3 | $398K | Hold |
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|
2023
Q2 | $420K | Hold |
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|
2023
Q1 | $402K | Hold |
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|
2022
Q4 | $392K | Hold |
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|
2022
Q3 | $354K | Hold |
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|
2022
Q2 | $369K | Hold |
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|
2022
Q1 | $428K | Sell |
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|
2021
Q4 | $476K | Hold |
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|
2021
Q3 | $449K | Hold |
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|
2021
Q2 | $456K | Sell |
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|
2021
Q1 | $482K | Hold |
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|
2020
Q4 | $406K | Buy |
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