Wealthquest’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 | $337K | Hold |
3,530
| – | – | 0.03% | 98 |
|
|
2025
Q1 | $325K | Hold |
3,530
| – | – | 0.03% | 96 |
|
|
2024
Q4 | $337K | Hold |
3,530
| – | – | 0.03% | 95 |
|
|
2024
Q3 | $335K | Hold |
3,530
| – | – | 0.03% | 96 |
|
|
2024
Q2 | $309K | Hold |
3,530
| – | – | 0.03% | 94 |
|
|
2024
Q1 | $321K | Hold |
3,530
| – | – | 0.03% | 100 |
|
|
2023
Q4 | $308K | Hold |
3,530
| – | – | 0.03% | 107 |
|
|
2023
Q3 | $275K | Hold |
3,530
| – | – | 0.03% | 107 |
|
|
2023
Q2 | $291K | Hold |
3,530
| – | – | 0.03% | 100 |
|
|
2023
Q1 | $278K | Hold |
3,530
| – | – | 0.04% | 102 |
|
|
2022
Q4 | $271K | Hold |
3,530
| – | – | 0.03% | 103 |
|
|
2022
Q3 | $244K | Hold |
3,530
| – | – | 0.03% | 106 |
|
|
2022
Q2 | $255K | Hold |
3,530
| – | – | 0.04% | 104 |
|
|
2022
Q1 | $297K | Hold |
3,530
| – | – | 0.05% | 110 |
|
|
2021
Q4 | $297K | Hold |
3,530
| – | – | 0.05% | 110 |
|
|
2021
Q3 | $280K | Hold |
3,530
| – | – | 0.05% | 108 |
|
|
2021
Q2 | $285K | Hold |
3,530
| – | – | 0.05% | 113 |
|
|
2021
Q1 | $275K | Buy |
+3,530
| New | +$275K | 0.05% | 112 |
|