LJI Wealth Management’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	$210K	Buy	+2,002	New	+$210K	0.04%	173
2025 Q1	–	Sell	-1,900	Closed	-$200K	–	186
2024 Q4	$200K	Hold	1,900	–	–	0.04%	174
2024 Q3	$201K	Buy	+1,900	New	+$201K	0.04%	184