Lenox Wealth Advisors’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
2022
Q1
$112K Buy
1,268
+4
+0.3% +$353 0.01% 156
2021
Q4
$121K Buy
+1,264
New +$121K 0.01% 153
2020
Q1
Sell
-314
Closed -$22K 859
2019
Q4
$22K Buy
+314
New +$22K ﹤0.01% 320