Evernest 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 Q2	$225K	Sell	2,145 -780	-27%	-$81.9K	0.07%	157
2025 Q1	$289K	Buy	2,925 +40	+1%	+$3.95K	0.1%	131
2024 Q4	$304K	Sell	2,885 -306	-10%	-$32.3K	0.08%	133
2024 Q3	$337K	Buy	+3,191	New	+$337K	0.09%	121