Klingman & Associates’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.7M	Buy	14,878 +1	+0%	+$118	0.08%	92
2025 Q4	$1.66M	Buy	14,877 +70	+0.5%	+$7.76K	0.08%	94
2025 Q3	$1.63M	Hold	14,807	–	–	0.08%	94
2025 Q2	$1.55M	Sell	14,807 -79	-0.5%	-$7.85K	0.09%	91
2025 Q1	$1.47M	Hold	14,886	–	–	0.09%	87
2024 Q4	$1.57M	Sell	14,886 -13	-0.1%	-$1.41K	0.1%	82
2024 Q3	$1.57M	Hold	14,899	–	–	0.1%	85
2024 Q2	$1.48M	Hold	14,899	–	–	0.1%	77
2024 Q1	$1.53M	Hold	14,899	–	–	0.11%	75
2023 Q4	$1.4M	Buy	14,899 +1	+0%	+$86	0.1%	75
2023 Q3	$1.26M	Buy	14,898 +1	+0%	+$89	0.1%	78
2023 Q2	$1.32M	Hold	14,897	–	–	0.11%	73
2023 Q1	$1.26M	Sell	14,897 -1	-0%	-$86	0.11%	70
2022 Q4	$1.22M	Sell	14,898 -26	-0.2%	-$2.13K	0.11%	68
2022 Q3	$1.11M	Hold	14,924	–	–	0.11%	72
2022 Q2	$1.14M	Buy	14,924 +42	+0.3%	+$3.51K	0.11%	70
2022 Q1	$1.35M	Hold	14,882	–	–	0.11%	63
2021 Q4	$1.43M	Hold	14,882	–	–	0.12%	60
2021 Q3	$1.32M	Hold	14,882	–	–	0.12%	60
2021 Q2	$1.35M	Hold	14,882	–	–	0.13%	57
2021 Q1	$1.31M	Sell	14,882 -280	-2%	-$23.6K	0.14%	53
2020 Q4	$1.18M	Hold	15,162	–	–	0.14%	53
2020 Q3	$952K	Buy	15,162 +28	+0.2%	+$1.77K	0.13%	54
2020 Q2	$910K	Sell	15,134 -954	-6%	-$53.7K	0.14%	55
2020 Q1	$783K	Buy	16,088 +684	+4%	+$42.9K	0.16%	57
2019 Q4	$1.07M	Buy	15,404 +11,544	+299%	+$773K	0.18%	52
2019 Q3	$252K	Hold	3,860	–	–	0.05%	106
2019 Q2	$253K	Hold	3,860	–	–	0.05%	107
2019 Q1	$247K	Hold	3,860	–	–	0.05%	109
2018 Q4	$216K	Buy	+3,860	New	+$238K	0.05%	99