VA
Valmark Advisers’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 | $375K | Sell |
3,928
-159
| -4% | -$15.2K | 0.01% | 494 |
|
|
2025
Q1 | $376K | Sell |
4,087
-710
| -15% | -$65.4K | 0.01% | 474 |
|
|
2024
Q4 | $458K | Hold |
4,797
| – | – | 0.01% | 433 |
|
|
2024
Q3 | $459K | Hold |
4,797
| – | – | 0.01% | 427 |
|
|
2024
Q2 | $420K | Hold |
4,797
| – | – | 0.01% | 417 |
|
|
2024
Q1 | $436K | Sell |
4,797
-38
| -0.8% | -$3.45K | 0.01% | 402 |
|
|
2023
Q4 | $422K | Buy |
4,835
+121
| +3% | +$10.5K | 0.01% | 374 |
|
|
2023
Q3 | $367K | Buy |
4,714
+538
| +13% | +$41.9K | 0.01% | 370 |
|
|
2023
Q2 | $344K | Buy |
4,176
+346
| +9% | +$28.5K | 0.01% | 380 |
|
|
2023
Q1 | $301K | Buy |
3,830
+2,038
| +114% | +$160K | 0.01% | 392 |
|
|
2022
Q4 | $275K | Buy |
+1,792
| New | +$275K | 0.01% | 382 |
|