Phoenix Financial’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Phoenix Financial’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	$1.57M	Sell
2025 Q1	$3.58M	Sell
2024 Q4	$4.96M	Sell
2024 Q3	$6.8M	Buy
2024 Q2	$6.29M	Buy
2024 Q1	$6.5M	Buy
2023 Q4	$4.44M	Sell
2023 Q3	$4M	Sell
2023 Q2	$4.2M	Sell
2023 Q1	$6.43M	Buy