TW
TritonPoint Wealth’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 | – | Sell |
-3,142
| Closed | -$289K | – | 350 |
|
|
2025
Q1 | $289K | Hold |
3,142
| – | – | 0.03% | 283 |
|
|
2024
Q4 | $300K | Hold |
3,142
| – | – | 0.03% | 275 |
|
|
2024
Q3 | $301K | Buy |
+3,142
| New | +$301K | 0.03% | 270 |
|
|
2024
Q1 | – | Sell |
-3,142
| Closed | -$274K | – | 311 |
|
|
2023
Q4 | $274K | Buy |
+3,142
| New | +$274K | 0.03% | 283 |
|