Vance Wealth’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Hold |
2,739
| – | – | 0.07% | 111 |
|
|
2025
Q1 | $211K | Buy |
2,739
+40
| +1% | +$3.08K | 0.08% | 100 |
|
|
2024
Q4 | $216K | Buy |
2,699
+46
| +2% | +$3.69K | 0.08% | 93 |
|
|
2024
Q3 | $211K | Buy |
+2,653
| New | +$211K | 0.08% | 96 |
|
|
2024
Q2 | – | Sell |
-2,653
| Closed | -$202K | – | 94 |
|
|
2024
Q1 | $202K | Buy |
+2,653
| New | +$202K | 0.08% | 89 |
|
|
2023
Q3 | – | Sell |
-3,257
| Closed | -$224K | – | 83 |
|
|
2023
Q2 | $224K | Hold |
3,257
| – | – | 0.1% | 72 |
|
|
2023
Q1 | $215K | Hold |
3,257
| – | – | 0.12% | 68 |
|
|
2022
Q4 | $211K | Buy |
+3,257
| New | +$211K | 0.13% | 70 |
|