Stifel Financial’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
Q2 | $652K | Buy |
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|
2025
Q1 | $624K | Sell |
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|
2024
Q4 | $969K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $226K | Sell |
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|
2023
Q3 | $689K | Sell |
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|
2023
Q2 | $794K | Hold |
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|
2023
Q1 | $759K | Sell |
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|
2022
Q4 | $740K | Buy |
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|
2022
Q3 | $638K | Hold |
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|
2022
Q2 | $664K | Sell |
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|
2022
Q1 | $900K | Buy |
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|
2021
Q4 | $508K | Sell |
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|
2021
Q3 | $491K | Hold |
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|
2021
Q2 | $500K | Buy |
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|
2021
Q1 | $264K | Buy |
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