Valmark Advisers’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
Q2 | $375K | Sell |
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|
2025
Q1 | $376K | Sell |
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|
2024
Q4 | $458K | Hold |
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|
2024
Q3 | $459K | Hold |
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|
2024
Q2 | $420K | Hold |
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|
2024
Q1 | $436K | Sell |
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|
2023
Q4 | $422K | Buy |
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|
2023
Q3 | $367K | Buy |
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $301K | Buy |
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|
2022
Q4 | $275K | Buy |
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