Security National Trust’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-270
| Closed | -$17K | – | 376 |
|
|
2018
Q3 | $17K | Hold |
270
| – | – | 0.01% | 306 |
|
|
2018
Q2 | $17K | Hold |
270
| – | – | 0.01% | 316 |
|
|
2018
Q1 | $16K | Hold |
270
| – | – | 0.01% | 315 |
|
|
2017
Q4 | $16K | Hold |
270
| – | – | 0.01% | 313 |
|
|
2017
Q3 | $16K | Buy |
+270
| New | +$16K | 0.01% | 319 |
|