Trail Ridge Investment Advisors’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
Q3 | $465K | Sell |
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|
2025
Q2 | $446K | Buy |
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|
2025
Q1 | $334K | Sell |
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|
2024
Q4 | $359K | Sell |
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|
2024
Q3 | $368K | Sell |
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|
2024
Q2 | $346K | Sell |
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|
2024
Q1 | $433K | Sell |
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|
2023
Q4 | $419K | Buy |
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|
2023
Q3 | $362K | Sell |
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|
2023
Q2 | $395K | Sell |
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|
2023
Q1 | $390K | Sell |
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|
2022
Q4 | $395K | Sell |
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|
2022
Q3 | $463K | Buy |
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|
2022
Q2 | $400K | Buy |
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