AWA
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Arkadios Wealth Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Arkadios Wealth Advisors’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$203K Buy
+1,934
New +$203K 0.01% 1182
2025
Q1 		– Sell
-2,124
Closed -$224K – 1135
2024
Q4 		$224K Hold
2,124
– – 0.01% 817
2024
Q3 		$224K Hold
2,124
– – 0.01% 798
2024
Q2 		$211K Buy
+2,124
New +$211K 0.01% 749