Samalin Investment Counsel’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
2025 Q2	$352K	Buy	3,350 +234	+8%	+$24.6K	0.13%	230
2025 Q1	$308K	Sell	3,116 -221	-7%	-$21.8K	0.12%	238
2024 Q4	$352K	Buy	+3,337	New	+$352K	0.15%	201