Shufro Rose & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $848K | Hold |
9,210
| – | – | 0.07% | 122 |
|
|
2025
Q1 | $848K | Buy |
9,210
+3,100
| +51% | +$285K | 0.07% | 124 |
|
|
2024
Q4 | $584K | Sell |
6,110
-150
| -2% | -$14.3K | 0.05% | 154 |
|
|
2024
Q3 | $548K | Hold |
6,260
| – | – | 0.04% | 162 |
|
|
2024
Q2 | $548K | Hold |
6,260
| – | – | 0.04% | 162 |
|
|
2024
Q1 | $568K | Buy |
6,260
+2,875
| +85% | +$261K | 0.05% | 155 |
|
|
2023
Q4 | $264K | Hold |
3,385
| – | – | 0.03% | 231 |
|
|
2023
Q3 | $264K | Buy |
3,385
+275
| +9% | +$21.4K | 0.02% | 231 |
|
|
2023
Q2 | $256K | Buy |
+3,110
| New | +$256K | 0.02% | 244 |
|