Secure Asset Management’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,250
Closed -$219K 157
2020
Q2
$219K Buy
+4,250
New +$219K 0.15% 144
2020
Q1
Sell
-4,930
Closed -$321K 133
2019
Q4
$321K Buy
+4,930
New +$321K 0.23% 108