Western Wealth Management’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
Q2 | $233K | Sell |
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|
2025
Q1 | $238K | Hold |
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|
2024
Q4 | $247K | Sell |
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|
2024
Q3 | $249K | Hold |
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|
2024
Q2 | $227K | Sell |
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|
2024
Q1 | $256K | Sell |
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|
2023
Q4 | $264K | Buy |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $232K | Hold |
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|
2023
Q1 | $222K | Hold |
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|
2022
Q4 | $217K | Sell |
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|
2022
Q3 | $409K | Sell |
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|
2022
Q2 | $452K | Sell |
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|
2022
Q1 | $604K | Buy |
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|
2021
Q4 | $270K | Buy |
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|
2021
Q2 | $284K | Buy |
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|
2021
Q1 | $251K | Buy |
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|
2020
Q4 | $209K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $246K | Sell |
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|
2020
Q1 | $271K | Hold |
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|
2019
Q4 | $418K | Hold |
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|
2019
Q3 | $396K | Hold |
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|
2019
Q2 | $395K | Buy |
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|
2019
Q1 | $386K | Hold |
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|
2018
Q4 | $338K | Buy |
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