Embree Financial Group’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Embree Financial Group’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$323K	Buy
2025 Q2	$306K	Buy
2025 Q1	$287K	Sell
2024 Q4	$326K	Buy
2024 Q3	$325K	Buy
2024 Q2	$304K	Hold
2024 Q1	$315K	Buy
2023 Q4	$287K	Buy