Evergreen Capital Management’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	$12M	Buy	114,281 +6,851	+6%	+$719K	0.36%	76
2025 Q1	$10.6M	Buy	107,430 +6,712	+7%	+$662K	0.36%	75
2024 Q4	$10.6M	Buy	100,718 +31,860	+46%	+$3.36M	0.35%	81
2024 Q3	$7.3M	Buy	68,858 +20,903	+44%	+$2.22M	0.24%	118
2024 Q2	$4.77M	Buy	+47,955	New	+$4.77M	0.17%	146