SCM
Stordahl Capital Management’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 | $16.1M | Buy |
168,972
+525
| +0.3% | +$50.1K | 3.58% | 10 |
|
|
2025
Q1 | $15.5M | Buy |
168,447
+3,423
| +2% | +$315K | 3.68% | 10 |
|
|
2024
Q4 | $15.8M | Sell |
165,024
-5,284
| -3% | -$505K | 3.73% | 10 |
|
|
2024
Q3 | $16.1M | Sell |
170,308
-895
| -0.5% | -$84.8K | 3.84% | 10 |
|
|
2024
Q2 | $15M | Buy |
171,203
+5,717
| +3% | +$501K | 3.75% | 10 |
|
|
2024
Q1 | $15M | Buy |
165,486
+7,490
| +5% | +$680K | 3.76% | 11 |
|
|
2023
Q4 | $13.8M | Buy |
157,996
+944
| +0.6% | +$82.3K | 3.75% | 10 |
|
|
2023
Q3 | $12.2M | Sell |
157,052
-7,093
| -4% | -$553K | 3.7% | 11 |
|
|
2023
Q2 | $13.5M | Buy |
164,145
+2,049
| +1% | +$169K | 3.9% | 10 |
|
|
2023
Q1 | $12.8M | Buy |
162,096
+83,852
| +107% | +$6.6M | 3.88% | 9 |
|
|
2022
Q4 | $12M | Buy |
78,244
+67
| +0.1% | +$10.3K | 3.93% | 8 |
|
|
2022
Q3 | $10.8M | Buy |
78,177
+533
| +0.7% | +$74K | 3.92% | 8 |
|
|
2022
Q2 | $11.2M | Buy |
77,644
+1,394
| +2% | +$201K | 4.26% | 7 |
|
|
2022
Q1 | $12.8M | Buy |
76,250
+2,171
| +3% | +$364K | 4.74% | 7 |
|
|
2021
Q4 | $12.5M | Buy |
74,079
+545
| +0.7% | +$91.9K | 4.65% | 7 |
|
|
2021
Q3 | $11.7M | Buy |
73,534
+1,067
| +1% | +$170K | 4.67% | 6 |
|
|
2021
Q2 | $11.7M | Sell |
72,467
-405
| -0.6% | -$65.5K | 4.75% | 6 |
|
|
2021
Q1 | $11.4M | Sell |
72,872
-2,889
| -4% | -$451K | 4.8% | 6 |
|
|
2020
Q4 | $9.98M | Sell |
75,761
-1,391
| -2% | -$183K | 4.52% | 8 |
|
|
2020
Q3 | $8.09M | Buy |
77,152
+2,637
| +4% | +$276K | 4.19% | 9 |
|
|
2020
Q2 | $7.66M | Sell |
74,515
-3,434
| -4% | -$353K | 4.25% | 9 |
|
|
2020
Q1 | $6.05M | Buy |
77,949
+8,314
| +12% | +$646K | 3.74% | 9 |
|
|
2019
Q4 | $9.06M | Sell |
69,635
-1,343
| -2% | -$175K | 3.66% | 10 |
|
|
2019
Q3 | $8.76M | Buy |
70,978
+89
| +0.1% | +$11K | 3.49% | 10 |
|
|
2019
Q2 | $8.7M | Buy |
70,889
+4,194
| +6% | +$515K | 3.37% | 11 |
|
|
2019
Q1 | $8.33M | Buy |
66,695
+3,088
| +5% | +$386K | 3.39% | 11 |
|
|
2018
Q4 | $6.69M | Sell |
63,607
-768
| -1% | -$80.8K | 3.27% | 11 |
|
|
2018
Q3 | $7.74M | Buy |
64,375
+1,629
| +3% | +$196K | 3.45% | 10 |
|
|
2018
Q2 | $7.8M | Buy |
62,746
+2,346
| +4% | +$291K | 3.5% | 11 |
|
|
2018
Q1 | $7.13M | Buy |
60,400
+1,989
| +3% | +$235K | 3.39% | 11 |
|
|
2017
Q4 | $7.11M | Buy |
+58,411
| New | +$7.11M | 3.38% | 11 |
|