KWB Wealth’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 Q1	–	Sell	-3,166	Closed	-$208K	–	87
2020 Q4	$208K	Buy	+3,166	New	+$208K	0.04%	72