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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$4.78M	Sell	58,014 -894	-2%	-$69.6K	1.44%	13
2023 Q1	$4.63M	Sell	58,908 -6	-0%	-$489	1.54%	13
2022 Q4	$4.52M	Sell	58,914 -136	-0.2%	-$10.5K	1.67%	13
2022 Q3	$4.1M	Sell	59,050 -2,238	-4%	-$171K	1.94%	13
2022 Q2	$4.43M	Sell	61,288 -812	-1%	-$63.4K	2.23%	13
2022 Q1	$5.2M	Sell	62,100 -4,286	-6%	-$352K	2.67%	10
2021 Q4	$5.6M	Buy	66,386 +52	+0.1%	+$4.37K	3.22%	10
2021 Q3	$5.28M	Sell	66,334 -536	-0.8%	-$43.2K	4.33%	8
2021 Q2	$5.41M	Sell	66,870 -1,286	-2%	-$105K	4.6%	8
2021 Q1	$5.33M	Sell	68,156 -666	-1%	-$48.5K	6.08%	5
2020 Q4	$4.53M	Sell	68,822 -70,874	-51%	-$4.32M	4.95%	5
2020 Q3	$7.32M	Buy	139,696 +65,264	+88%	+$3.49M	3.19%	11
2020 Q2	$3.83M	Sell	74,432 -12,980	-15%	-$627K	2.69%	14
2020 Q1	$3.69M	Sell	87,412 -3,670	-4%	-$210K	2.27%	21
2019 Q4	$5.92M	Buy	91,082 +114	+0.1%	+$7.21K	1.73%	24
2019 Q3	$5.61M	Sell	90,968 -2,756	-3%	-$167K	1.73%	24
2019 Q2	$5.76M	Sell	93,724 -6	-0%	-$364	1.76%	24
2019 Q1	$5.62M	Sell	93,730 -284	-0.3%	-$16.7K	1.75%	24
2018 Q4	$4.94M	Buy	94,014 +9,910	+12%	+$582K	1.67%	24
2018 Q3	$5.41M	Sell	84,104 -2,120	-2%	-$136K	1.62%	24
2018 Q2	$5.36M	Sell	86,224 -20,814	-19%	-$1.27M	1.65%	23
2018 Q1	$6.31M	Sell	107,038 -32,398	-23%	-$1.95M	1.99%	21
2017 Q4	$8.49M	Buy	+139,436	New	+$8.35M	2.76%	16