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Centricity Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Centricity Wealth Management’s Portfolio IVOO Stock Details IVOO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$316K Hold
3,013
– – 0.25% 61
2025
Q1 		$297K Sell
3,013
-245
-8% -$24.2K 0.27% 59
2024
Q4 		$344K Buy
+3,258
New +$344K 0.32% 54