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

Asset Dedication LLC’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 		– Sell
-400
Closed -$39.5K – 1203
2025
Q1 		$39.5K Hold
400
– – ﹤0.01% 519
2024
Q4 		$42.2K Hold
400
– – ﹤0.01% 508
2024
Q3 		$42.3K Hold
400
– – ﹤0.01% 530
2024
Q2 		$39.6K Buy
+400
New +$39.6K ﹤0.01% 527