Legacy Solutions LLC’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.02M Buy
38,325
+1,141
+3% +$120K 3.85% 7
2025
Q1
$3.67M Buy
37,184
+1,013
+3% +$100K 4.04% 7
2024
Q4
$3.82M Buy
+36,171
New +$3.82M 4.16% 7