Lenox Wealth Advisors’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
2022
Q1
$112K Buy
2021
Q4
$121K Buy
2020
Q1
Sell
2019
Q4
$22K Buy