Heartwood Wealth 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
2024 Q2	–	Sell	-2,100	Closed	-$216K	–	175
2024 Q1	$216K	Buy	+2,100	New	+$216K	0.03%	151
2023 Q3	–	Sell	-2,281	Closed	-$202K	–	136
2023 Q2	$202K	Buy	+2,281	New	+$202K	0.03%	138