Opulen Financial Group’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
2025 Q2	$217K	Sell	2,065 -633	-23%	-$66.4K	0.18%	91
2025 Q1	$266K	Buy	2,698 +206	+8%	+$20.3K	0.24%	78
2024 Q4	$263K	Buy	+2,492	New	+$263K	0.24%	77