Asset Dedication LLC’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$39.5K Hold
2024
Q4
$42.2K Hold
2024
Q3
$42.3K Hold
2024
Q2
$39.6K Buy