EFP
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Envision Financial Planning’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Envision Financial Planning’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$977K Buy
9,305
+903
+11% +$94.8K 0.46% 31
2025
Q1 		$829K Buy
+8,402
New +$829K 0.42% 27