Focus Partners Wealth
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Focus Partners Wealth’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Focus Partners Wealth’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 		$1.13M Buy
10,790
+763
+8% +$80.1K ﹤0.01% 1084
2025
Q1 		$990K Sell
10,027
-5,878
-37% -$580K ﹤0.01% 1064
2024
Q4 		$1.68M Buy
+15,905
New +$1.68M ﹤0.01% 883