Edge Financial 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 Q1	–	Sell	-16,112	Closed	-$1.7M	–	110
2024 Q4	$1.7M	Buy	16,112 +114	+0.7%	+$12K	1.52%	24
2024 Q3	$1.69M	Buy	+15,998	New	+$1.69M	1.5%	25
2024 Q1	$762K	Buy	+7,319	New	+$762K	0.67%	50