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

Horizon Family Wealth’s Portfolio IVOO Stock Details IVOO Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$1.24M	Buy
2023 Q1	$805K	Buy
2022 Q4	$771K	Buy
2022 Q3	$642K	Sell
2022 Q2	$860K	Buy
2022 Q1	$1M	Buy
2021 Q4	$890K	Buy