Belpointe Asset Management’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
2023
Q2
Sell
-290
Closed -$24.6K 1962
2023
Q1
$24.6K Sell
290
-56
-16% -$4.74K ﹤0.01% 2186
2022
Q4
$28.3K Buy
+346
New +$28.3K ﹤0.01% 1946