MWM
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Mascagni Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Mascagni Wealth Management’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$296K Sell
2,823
-420
-13% -$44.1K 0.25% 92
2025
Q1 		$320K Hold
3,243
– – 0.32% 81
2024
Q4 		$320K Buy
+3,243
New +$320K 0.32% 81