Whitener Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-314
| Closed | -$19K | – | 274 |
|
|
2019
Q3 | $19K | Hold |
314
| – | – | 0.01% | 303 |
|
|
2019
Q2 | $19K | Hold |
314
| – | – | 0.01% | 295 |
|
|
2019
Q1 | $18K | Hold |
314
| – | – | 0.01% | 290 |
|
|
2018
Q4 | $16K | Buy |
314
+6
| +2% | +$306 | 0.01% | 274 |
|
|
2018
Q3 | $19K | Buy |
+308
| New | +$19K | 0.01% | 282 |
|
|
2018
Q2 | – | Sell |
-308
| Closed | -$18K | – | 251 |
|
|
2018
Q1 | $18K | Hold |
308
| – | – | 0.01% | 288 |
|
|
2017
Q4 | $18K | Buy |
+308
| New | +$18K | 0.02% | 268 |
|