IWM

Iams Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,359	Closed	-$657K	–	128
2023 Q3	$657K	Buy	+3,359	New	+$657K	0.45%	69
2023 Q2	–	Sell	-3,732	Closed	-$688K	–	134
2023 Q1	$688K	Buy	+3,732	New	+$688K	0.57%	57