Spire Wealth Management’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 | $298K | Sell |
3,118
-1,651
| -35% | -$158K | 0.01% | 647 |
|
|
2025
Q1 | $439K | Hold |
4,769
| – | – | 0.01% | 605 |
|
|
2024
Q4 | $456K | Hold |
4,769
| – | – | 0.01% | 572 |
|
|
2024
Q3 | $457K | Hold |
4,769
| – | – | 0.02% | 539 |
|
|
2024
Q2 | $418K | Hold |
4,769
| – | – | 0.01% | 526 |
|
|
2024
Q1 | $433K | Hold |
4,769
| – | – | 0.01% | 555 |
|
|
2023
Q4 | $404K | Sell |
4,769
-110
| -2% | -$9.32K | 0.01% | 566 |
|
|
2023
Q3 | $380K | Hold |
4,879
| – | – | 0.01% | 539 |
|
|
2023
Q2 | $402K | Hold |
4,879
| – | – | 0.01% | 546 |
|
|
2023
Q1 | $384K | Buy |
4,879
+1,403
| +40% | +$110K | 0.01% | 555 |
|
|
2022
Q4 | $267K | Hold |
3,476
| – | – | 0.02% | 484 |
|
|
2022
Q3 | $241K | Sell |
3,476
-1,500
| -30% | -$104K | 0.01% | 484 |
|
|
2022
Q2 | $360K | Buy |
4,976
+62
| +1% | +$4.49K | 0.01% | 574 |
|
|
2022
Q1 | $412K | Hold |
4,914
| – | – | 0.01% | 629 |
|
|
2021
Q4 | $414K | Hold |
4,914
| – | – | 0.01% | 767 |
|
|
2021
Q3 | $391K | Hold |
4,914
| – | – | 0.01% | 674 |
|
|
2021
Q2 | $398K | Hold |
4,914
| – | – | 0.01% | 686 |
|
|
2021
Q1 | $384K | Buy |
+4,914
| New | +$384K | 0.01% | 760 |
|