Innovative Wealth Building’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.19M	Sell	14,964 -1,260	-8%	-$353K	3.47%	5
2025 Q1	$4.2M	Buy	16,224 +68	+0.4%	+$17.6K	3.87%	5
2024 Q4	$4.27M	Buy	+16,156	New	+$4.27M	3.86%	6