Institute for Wealth Management’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-5,100	Closed	-$406K	–	496
2021 Q3	$406K	Buy	5,100 +1,000	+24%	+$79.6K	0.07%	309
2021 Q2	$332K	Hold	4,100	–	–	0.06%	348
2021 Q1	$320K	Sell	4,100 -1,000	-20%	-$78K	0.06%	348
2020 Q4	$336K	Buy	+5,100	New	+$336K	0.07%	322