SIA
Spectrum Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $964K | Buy |
10,101
+938
| +10% | +$89.6K | 0.56% | 14 |
|
|
2025
Q1 | $843K | Buy |
9,163
+337
| +4% | +$31K | 0.54% | 18 |
|
|
2024
Q4 | $843K | Buy |
8,826
+569
| +7% | +$54.4K | 0.56% | 17 |
|
|
2024
Q3 | $790K | Buy |
8,257
+347
| +4% | +$33.2K | 0.54% | 16 |
|
|
2024
Q2 | $693K | Buy |
7,910
+365
| +5% | +$32K | 0.51% | 16 |
|
|
2024
Q1 | $685K | Buy |
7,545
+321
| +4% | +$29.1K | 0.51% | 20 |
|
|
2023
Q4 | $630K | Buy |
+7,224
| New | +$630K | 0.5% | 20 |
|