Wealth Enhancement Advisory Services’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 | $3.53M | Buy |
35,779
+11,030
| +45% | +$1.09M | 0.01% | 1060 |
|
|
2025
Q1 | $2.28M | Sell |
24,749
-74,903
| -75% | -$6.89M | ﹤0.01% | 1178 |
|
|
2024
Q4 | $9.52M | Buy |
99,652
+10,047
| +11% | +$960K | 0.02% | 575 |
|
|
2024
Q3 | $8.58M | Sell |
89,605
-17
| -0% | -$1.63K | 0.02% | 558 |
|
|
2024
Q2 | $7.85M | Sell |
89,622
-3,995
| -4% | -$350K | 0.02% | 556 |
|
|
2024
Q1 | $8.5M | Sell |
93,617
-5,506
| -6% | -$500K | 0.02% | 521 |
|
|
2023
Q4 | $8.64M | Buy |
99,123
+82,956
| +513% | +$7.23M | 0.03% | 476 |
|
|
2023
Q3 | $1.26M | Buy |
+16,167
| New | +$1.26M | ﹤0.01% | 1007 |
|