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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$256K Hold
2021
Q4
$269K Hold
2021
Q3
$250K Hold
2021
Q2
$256K Hold
2021
Q1
$248K Buy