SOA Wealth Advisors’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
Q3 | $806 | Hold |
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|
2025
Q2 | $764 | Hold |
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|
2025
Q1 | $736 | Buy |
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|
2024
Q4 | $669 | Sell |
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|
2024
Q3 | $766 | Sell |
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|
2024
Q2 | $788 | Hold |
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|
2024
Q1 | $817 | Hold |
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|
2023
Q4 | $785 | Buy |
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|
2023
Q3 | $623 | Hold |
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|
2023
Q2 | $659 | Hold |
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|
2023
Q1 | $629 | Hold |
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|
2022
Q4 | $614 | Sell |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $0 | Hold |
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|
2021
Q3 | $0 | Hold |
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|
2021
Q2 | $0 | Hold |
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|
2021
Q1 | $0 | Hold |
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|
2020
Q4 | $0 | Buy |
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