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Mountain Capital Investment Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Mountain Capital Investment Advisors’s Portfolio IVOO Stock Details IVOO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$624K Sell
5,868
-297,879
-98% -$31.7M 0.12% 24
2025
Q1 		$29.2M Sell
303,747
-45,452
-13% -$4.37M 6.27% 7
2024
Q4 		$38.3M Buy
+349,199
New +$38.3M 7.92% 4