Spire Wealth Management’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 | $314K | Hold |
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|
2025
Q2 | $298K | Sell |
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|
2025
Q1 | $439K | Hold |
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|
2024
Q4 | $456K | Hold |
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|
2024
Q3 | $457K | Hold |
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|
2024
Q2 | $418K | Hold |
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|
2024
Q1 | $433K | Hold |
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|
2023
Q4 | $404K | Sell |
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|
2023
Q3 | $380K | Hold |
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|
2023
Q2 | $402K | Hold |
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|
2023
Q1 | $384K | Buy |
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|
2022
Q4 | $267K | Hold |
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|
2022
Q3 | $241K | Sell |
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|
2022
Q2 | $360K | Buy |
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|
2022
Q1 | $412K | Hold |
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|
2021
Q4 | $414K | Hold |
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|
2021
Q3 | $391K | Hold |
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|
2021
Q2 | $398K | Hold |
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|
2021
Q1 | $384K | Buy |
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