Clearstead Advisors’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
2025
Q2
$11.5K Buy
110
+53
+93% +$5.56K ﹤0.01% 1834
2025
Q1
$5.63K Buy
+57
New +$5.63K ﹤0.01% 1721