Great Valley Advisor Group’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Great Valley Advisor Group’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$345K	Sell
2025 Q1	$776K	Buy
2024 Q4	$787K	Hold
2024 Q3	$788K	Buy
2024 Q2	$719K	Buy
2024 Q1	$276K	Buy
2023 Q4	$242K	Buy