MinichMacGregor 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
2023
Q1
Sell
-326
Closed -$26.7K 351
2022
Q4
$26.7K Buy
+326
New +$26.7K 0.01% 254
2022
Q2
Sell
-71,258
Closed -$6.48M 88
2022
Q1
$6.48M Buy
+71,258
New +$6.48M 2.07% 18