Stordahl Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.1M | Buy |
176,020
+1,586
| +0.9% | +$173K | 3.68% | 11 |
|
|
2026
Q1 | $17.8M | Buy |
174,434
+2,128
| +1% | +$224K | 3.66% | 10 |
|
|
2025
Q4 | $17.4M | Buy |
172,306
+456
| +0.3% | +$46K | 3.58% | 10 |
|
|
2025
Q3 | $17.3M | Buy |
171,850
+2,878
| +2% | +$285K | 3.64% | 10 |
|
|
2025
Q2 | $16.1M | Buy |
168,972
+525
| +0.3% | +$47.5K | 3.58% | 10 |
|
|
2025
Q1 | $15.5M | Buy |
168,447
+3,423
| +2% | +$329K | 3.68% | 10 |
|
|
2024
Q4 | $15.8M | Sell |
165,024
-5,284
| -3% | -$523K | 3.73% | 10 |
|
|
2024
Q3 | $16.1M | Sell |
170,308
-895
| -0.5% | -$82K | 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% | +$645K | 3.76% | 11 |
|
|
2023
Q4 | $13.8M | Buy |
157,996
+944
| +0.6% | +$74.9K | 3.75% | 10 |
|
|
2023
Q3 | $12.2M | Sell |
157,052
-7,093
| -4% | -$582K | 3.7% | 11 |
|
|
2023
Q2 | $13.5M | Buy |
164,145
+2,049
| +1% | +$159K | 3.9% | 10 |
|
|
2023
Q1 | $12.8M | Buy |
162,096
+5,608
| +4% | +$457K | 3.88% | 9 |
|
|
2022
Q4 | $12M | Buy |
156,488
+134
| +0.1% | +$10.3K | 3.93% | 8 |
|
|
2022
Q3 | $10.8M | Buy |
156,354
+1,066
| +0.7% | +$81.5K | 3.92% | 8 |
|
|
2022
Q2 | $11.2M | Buy |
155,288
+2,788
| +2% | +$218K | 4.26% | 7 |
|
|
2022
Q1 | $12.8M | Buy |
152,500
+4,342
| +3% | +$357K | 4.74% | 7 |
|
|
2021
Q4 | $12.5M | Buy |
148,158
+1,090
| +0.7% | +$91.5K | 4.65% | 7 |
|
|
2021
Q3 | $11.7M | Buy |
147,068
+2,134
| +1% | +$172K | 4.67% | 6 |
|
|
2021
Q2 | $11.7M | Sell |
144,934
-810
| -0.6% | -$66.3K | 4.75% | 6 |
|
|
2021
Q1 | $11.4M | Sell |
145,744
-5,778
| -4% | -$421K | 4.8% | 6 |
|
|
2020
Q4 | $9.97M | Sell |
151,522
-2,782
| -2% | -$169K | 4.52% | 8 |
|
|
2020
Q3 | $8.09M | Buy |
154,304
+5,274
| +4% | +$282K | 4.19% | 9 |
|
|
2020
Q2 | $7.66M | Sell |
149,030
-6,868
| -4% | -$332K | 4.25% | 9 |
|
|
2020
Q1 | $6.05M | Buy |
155,898
+16,628
| +12% | +$953K | 3.74% | 9 |
|
|
2019
Q4 | $9.06M | Sell |
139,270
-2,686
| -2% | -$170K | 3.66% | 10 |
|
|
2019
Q3 | $8.76M | Buy |
141,956
+178
| +0.1% | +$10.8K | 3.49% | 10 |
|
|
2019
Q2 | $8.7M | Buy |
141,778
+8,388
| +6% | +$509K | 3.37% | 11 |
|
|
2019
Q1 | $8.33M | Buy |
133,390
+6,176
| +5% | +$364K | 3.39% | 11 |
|
|
2018
Q4 | $6.69M | Sell |
127,214
-1,536
| -1% | -$90.2K | 3.27% | 11 |
|
|
2018
Q3 | $7.74M | Buy |
128,750
+3,258
| +3% | +$209K | 3.45% | 10 |
|
|
2018
Q2 | $7.79M | Buy |
125,492
+4,692
| +4% | +$287K | 3.5% | 11 |
|
|
2018
Q1 | $7.13M | Buy |
120,800
+3,978
| +3% | +$240K | 3.39% | 11 |
|
|
2017
Q4 | $7.11M | Buy |
+116,822
| New | +$7M | 3.38% | 11 |
|
Other funds holding IVOV
RT
TPI
AWM
PA
AB
TWM
HPC
WAP
SWM