Rialto Wealth Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$361K Sell
3,194
-644
-17% -$72.8K 0.1% 111
2025
Q1
$396K Sell
3,838
-685
-15% -$70.7K 0.12% 105
2024
Q4
$510K Buy
+4,523
New +$510K 0.17% 88