Evergreen Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$200K	Buy	+716	New	+$200K	0.05%	22
2022 Q1	–	Sell	-864	Closed	-$220K	–	14
2021 Q4	$220K	Buy	864 +3	+0.3%	+$764	0.08%	12
2021 Q3	$204K	Buy	+861	New	+$204K	0.07%	15