Relaxing Retirement Coach’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$2.48M	Sell	26,571 -2,764	-9%	-$245K	0.75%	18
2023 Q1	$2.61M	Sell	29,335 -93	-0.3%	-$8.23K	0.87%	18
2022 Q4	$2.49M	Buy	29,428 +36	+0.1%	+$3.09K	0.92%	17
2022 Q3	$2.31M	Sell	29,392 -500	-2%	-$42.9K	1.09%	16
2022 Q2	$2.36M	Sell	29,892 -490	-2%	-$42.7K	1.19%	16
2022 Q1	$2.92M	Hold	30,382	–	–	1.5%	12
2021 Q4	$3.21M	Buy	30,382 +30	+0.1%	+$3.13K	1.85%	13
2021 Q3	$2.99M	Sell	30,352 -876	-3%	-$88.2K	2.45%	12
2021 Q2	$3.13M	Sell	31,228 -690	-2%	-$68.6K	2.67%	12
2021 Q1	$3.1M	Sell	31,918 -256	-0.8%	-$24.4K	3.54%	9
2020 Q4	$2.88M	Sell	32,174 -33,238	-51%	-$2.76M	3.14%	13
2020 Q3	$4.87M	Buy	65,412 +32,706	+100%	+$2.42M	2.12%	18
2020 Q2	$2.28M	Sell	32,706 -1,664	-5%	-$107K	1.6%	28
2020 Q1	$1.9M	Sell	34,370 -11,496	-25%	-$782K	1.17%	31
2019 Q4	$3.37M	Buy	45,866 +624	+1%	+$44.5K	0.99%	30
2019 Q3	$3.15M	Sell	45,242 -1,086	-2%	-$75.8K	0.98%	29
2019 Q2	$3.25M	Sell	46,328 -1,136	-2%	-$78K	0.99%	30
2019 Q1	$3.22M	Sell	47,464 -1,472	-3%	-$95.9K	1%	30
2018 Q4	$2.88M	Sell	48,936 -572	-1%	-$37.1K	0.98%	30
2018 Q3	$3.58M	Sell	49,508 -3,842	-7%	-$276K	1.07%	30
2018 Q2	$3.71M	Sell	53,350 -19,900	-27%	-$1.37M	1.15%	29
2018 Q1	$4.95M	Sell	73,250 -45,018	-38%	-$3.07M	1.56%	26
2017 Q4	$7.87M	Buy	+118,268	New	+$7.73M	2.56%	18