Milestone Asset Management Group’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$819K	Buy	10,308 +30	+0.3%	+$2.38K	0.61%	45
2025 Q1	$792K	Buy	10,278 +188	+2%	+$14.5K	0.72%	42
2024 Q4	$809K	Buy	+10,090	New	+$809K	0.72%	42