Beacon Pointe Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Beacon Pointe Advisors’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$400K	Buy
2025 Q1	$343K	Sell
2024 Q4	$368K	Buy
2024 Q2	–	Sell
2024 Q1	$393K	Buy
2023 Q4	$304K	Buy
2023 Q3	$241K	Buy
2023 Q2	$223K	Buy
2023 Q1	$206K	Buy
2022 Q2	–	Sell
2022 Q1	$201K	Buy