Allworth Financial’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Allworth Financial’s Portfolio IVOO Stock Details IVOO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$16.6M	Sell
2025 Q1	$15.6M	Sell
2024 Q4	$18.4M	Buy
2024 Q3	$170K	Hold
2024 Q2	$164K	Hold
2024 Q1	$166K	Buy
2023 Q4	$1.5K	Buy