Coign Capital 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
$10.8M Sell
102,743
-1,216
-1% -$128K 7.3% 2
2025
Q1
$10.3M Sell
103,959
-6,269
-6% -$619K 7.89% 2
2024
Q4
$11.6M Buy
+110,228
New +$11.6M 10.71% 1