Institute for Wealth Management’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
2021 Q4	–	Sell	-27	Closed	-$7K	–	502
2021 Q3	$7K	Buy	+27	New	+$7K	﹤0.01%	477
2020 Q1	–	Sell	-27	Closed	-$5K	–	663
2019 Q4	$5K	Buy	+27	New	+$5K	﹤0.01%	638