U.S. Capital Wealth 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 | $300K | Hold |
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|
2025
Q2 | $285K | Hold |
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|
2025
Q1 | $274K | Hold |
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|
2024
Q4 | $285K | Hold |
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|
2024
Q3 | $285K | Hold |
|
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|
2024
Q2 | $261K | Hold |
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|
2024
Q1 | $271K | Hold |
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|
2023
Q4 | $260K | Hold |
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|
2023
Q3 | $232K | Hold |
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|
2023
Q2 | $245K | Hold |
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|
2023
Q1 | $234K | Hold |
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|
2022
Q4 | $229K | Hold |
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|
2022
Q3 | $207K | Hold |
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|
2022
Q2 | $215K | Hold |
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|
2022
Q1 | $250K | Hold |
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|
2021
Q4 | $251K | Hold |
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|
2021
Q3 | $237K | Buy |
|