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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Hold |
2,980
| – | – | 0.01% | 732 |
|
|
2025
Q1 | $274K | Hold |
2,980
| – | – | 0.01% | 722 |
|
|
2024
Q4 | $285K | Hold |
2,980
| – | – | 0.01% | 701 |
|
|
2024
Q3 | $285K | Hold |
2,980
| – | – | 0.01% | 601 |
|
|
2024
Q2 | $261K | Hold |
2,980
| – | – | 0.01% | 593 |
|
|
2024
Q1 | $271K | Hold |
2,980
| – | – | 0.01% | 586 |
|
|
2023
Q4 | $260K | Hold |
2,980
| – | – | 0.01% | 583 |
|
|
2023
Q3 | $232K | Hold |
2,980
| – | – | 0.01% | 563 |
|
|
2023
Q2 | $245K | Hold |
2,980
| – | – | 0.01% | 578 |
|
|
2023
Q1 | $234K | Hold |
2,980
| – | – | 0.01% | 584 |
|
|
2022
Q4 | $229K | Hold |
2,980
| – | – | 0.01% | 576 |
|
|
2022
Q3 | $207K | Hold |
2,980
| – | – | 0.01% | 586 |
|
|
2022
Q2 | $215K | Hold |
2,980
| – | – | 0.01% | 612 |
|
|
2022
Q1 | $250K | Hold |
2,980
| – | – | 0.01% | 634 |
|
|
2021
Q4 | $251K | Hold |
2,980
| – | – | 0.01% | 631 |
|
|
2021
Q3 | $237K | Buy |
+2,980
| New | +$237K | 0.01% | 655 |
|