RWA Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $455K | Buy |
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|
2020
Q1 | $229K | Sell |
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|
2019
Q4 | $2.75M | Buy |
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|
2019
Q3 | $2.61M | Buy |
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|
2019
Q2 | $2.51M | Buy |
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|
2019
Q1 | $2.41M | Buy |
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|
2018
Q4 | $1.97M | Buy |
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|
2018
Q3 | $2.21M | Buy |
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|
2018
Q2 | $1.94M | Sell |
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|
2018
Q1 | $2.39M | Buy |
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|
2017
Q4 | $2.43M | Sell |
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|
2017
Q3 | $2.37M | Buy |
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|
2017
Q2 | $1.23M | Sell |
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|
2017
Q1 | $1.24M | Sell |
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|
2016
Q4 | $1.22M | Buy |
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