Stratos Wealth Advisors’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
2023
Q4
Sell
-3,109
Closed -$242K 712
2023
Q3
$242K Buy
3,109
+4
+0.1% +$312 0.02% 578
2023
Q2
$256K Buy
3,105
+413
+15% +$34K 0.02% 551
2023
Q1
$212K Buy
+2,692
New +$212K 0.02% 567