Relaxing Retirement Coach’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
2023 Q2	$825K	Hold	9,314	–	–	0.25%	41
2023 Q1	$789K	Hold	9,314	–	–	0.26%	40
2022 Q4	$762K	Hold	9,314	–	–	0.28%	39
2022 Q3	$691K	Hold	9,314	–	–	0.33%	34
2022 Q2	$713K	Hold	9,314	–	–	0.36%	32
2022 Q1	$847K	Hold	9,314	–	–	0.43%	30
2021 Q4	$892K	Hold	9,314	–	–	0.51%	30
2021 Q3	$830K	Hold	9,314	–	–	0.68%	29
2021 Q2	$848K	Hold	9,314	–	–	0.72%	27
2021 Q1	$822K	Buy	9,314 +730	+9%	+$61.7K	0.94%	27
2020 Q4	$668K	Sell	8,584 -8,852	-51%	-$632K	0.73%	34
2020 Q3	$1.09M	Buy	17,436 +8,718	+100%	+$551K	0.48%	37
2020 Q2	$525K	Sell	8,718 -730	-8%	-$41.1K	0.37%	37
2020 Q1	$460K	Sell	9,448 -182	-2%	-$11.4K	0.28%	39
2019 Q4	$670K	Hold	9,630	–	–	0.2%	40
2019 Q3	$629K	Hold	9,630	–	–	0.19%	40
2019 Q2	$632K	Sell	9,630 -344	-3%	-$22.3K	0.19%	40
2019 Q1	$639K	Hold	9,974	–	–	0.2%	40
2018 Q4	$557K	Sell	9,974 -46	-0.5%	-$2.83K	0.19%	41
2018 Q3	$680K	Hold	10,020	–	–	0.2%	39
2018 Q2	$659K	Hold	10,020	–	–	0.2%	39
2018 Q1	$635K	Sell	10,020 -862	-8%	-$55.6K	0.2%	38
2017 Q4	$697K	Buy	+10,882	New	+$679K	0.23%	39