Wealthquest’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
Q3 | – | Sell |
|
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|
2025
Q2 | $337K | Hold |
|
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|
2025
Q1 | $325K | Hold |
|
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|
2024
Q4 | $337K | Hold |
|
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|
2024
Q3 | $335K | Hold |
|
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|
2024
Q2 | $309K | Hold |
|
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|
2024
Q1 | $321K | Hold |
|
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|
2023
Q4 | $308K | Hold |
|
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|
2023
Q3 | $275K | Hold |
|
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|
2023
Q2 | $291K | Hold |
|
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|
2023
Q1 | $278K | Hold |
|
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|
2022
Q4 | $271K | Hold |
|
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|
2022
Q3 | $244K | Hold |
|
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|
2022
Q2 | $255K | Hold |
|
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|
2022
Q1 | $297K | Hold |
|
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|
2021
Q4 | $297K | Hold |
|
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|
2021
Q3 | $280K | Hold |
|
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|
2021
Q2 | $285K | Hold |
|
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|
2021
Q1 | $275K | Buy |
|