Phoenix Wealth Advisors’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
2021
Q4
Sell
-156
Closed -$14K 238
2021
Q3
$14K Hold
156
0.01% 287
2021
Q2
$14K Hold
156
0.01% 280
2021
Q1
$14K Hold
156
0.01% 280
2020
Q4
$12K Buy
+156
New +$12K 0.01% 291