McKinley Carter Wealth Services’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
2026 Q1	$738K	Hold	6,452	–	–	0.04%	189
2025 Q4	$721K	Hold	6,452	–	–	0.04%	194
2025 Q3	$712K	Hold	6,452	–	–	0.04%	192
2025 Q2	$677K	Sell	6,452 -435	-6%	-$43.2K	0.04%	184
2025 Q1	$680K	Sell	6,887 -62	-0.9%	-$6.52K	0.04%	181
2024 Q4	$733K	Hold	6,949	–	–	0.04%	170
2024 Q3	$734K	Hold	6,949	–	–	0.04%	182
2024 Q2	$689K	Sell	6,949 -135	-2%	-$13.4K	0.04%	180
2024 Q1	$730K	Hold	7,084	–	–	0.05%	174
2023 Q4	$666K	Hold	7,084	–	–	0.05%	178
2023 Q3	$599K	Sell	7,084 -580	-8%	-$51.5K	0.05%	183
2023 Q2	$679K	Hold	7,664	–	–	0.05%	181
2023 Q1	$649K	Sell	7,664 -170	-2%	-$14.7K	0.05%	183
2022 Q4	$641K	Hold	7,834	–	–	0.05%	178
2022 Q3	$582K	Hold	7,834	–	–	0.05%	171
2022 Q2	$600K	Hold	7,834	–	–	0.05%	176
2022 Q1	$712K	Hold	7,834	–	–	0.06%	172
2021 Q4	$750K	Sell	7,834 -124	-2%	-$11.7K	0.06%	165
2021 Q3	$709K	Hold	7,958	–	–	0.06%	161
2021 Q2	$724K	Sell	7,958 -632	-7%	-$57.8K	0.06%	160
2021 Q1	$758K	Hold	8,590	–	–	0.06%	157
2020 Q4	$668K	Buy	+8,590	New	+$613K	0.09%	149