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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Sell
2,067
-404
-16% -$42.4K 0.16% 81
2025
Q1
$244K Buy
2,471
+134
+6% +$13.2K 0.2% 68
2024
Q4
$247K Buy
+2,337
New +$247K 0.19% 63