MCIA

Mountain Capital Investment Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,454	Closed	-$206K	–	69
2024 Q4	$206K	Hold	2,454	–	–	0.04%	56
2024 Q3	$210K	Buy	+2,454	New	+$210K	0.05%	53