WestHill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-52
| Closed | -$3.99K | – | 120 |
|
|
2022
Q4 | $3.99K | Hold |
52
| – | – | ﹤0.01% | 114 |
|
|
2022
Q3 | $4K | Sell |
52
-38
| -42% | -$2.92K | ﹤0.01% | 105 |
|
|
2022
Q2 | $7K | Hold |
90
| – | – | ﹤0.01% | 102 |
|
|
2022
Q1 | $8K | Sell |
90
-24
| -21% | -$2.13K | ﹤0.01% | 109 |
|
|
2021
Q4 | $10K | Hold |
114
| – | – | ﹤0.01% | 109 |
|
|
2021
Q3 | $9K | Buy |
+114
| New | +$9K | ﹤0.01% | 94 |
|
|
2021
Q1 | $13K | Hold |
164
| – | – | ﹤0.01% | 76 |
|
|
2020
Q4 | $11K | Buy |
+164
| New | +$11K | ﹤0.01% | 75 |
|