NewEdge Wealth’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

NewEdge Wealth’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$299K	Hold
2025 Q1	$279K	Hold
2024 Q4	$298K	Hold
2024 Q3	$299K	Hold
2024 Q2	$280K	Sell
2024 Q1	$280K	Buy
2023 Q4	$266K	Hold
2023 Q3	$239K	Buy