Sargent Bickham Lagudis’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
2022 Q4	$42.4K	Hold	518	–	–	﹤0.01%	471
2022 Q3	$38K	Hold	518	–	–	﹤0.01%	459
2022 Q2	$40K	Hold	518	–	–	﹤0.01%	467
2022 Q1	$47K	Buy	518 +332	+178%	+$30.1K	﹤0.01%	463
2021 Q4	$18K	Hold	186	–	–	﹤0.01%	616
2021 Q3	$17K	Hold	186	–	–	﹤0.01%	632
2021 Q2	$17K	Hold	186	–	–	﹤0.01%	633
2021 Q1	$16K	Hold	186	–	–	﹤0.01%	621
2020 Q4	$14K	Hold	186	–	–	﹤0.01%	610
2020 Q3	$12K	Hold	186	–	–	﹤0.01%	573
2020 Q2	$11K	Hold	186	–	–	﹤0.01%	566
2020 Q1	$9K	Hold	186	–	–	﹤0.01%	568
2019 Q4	$13K	Hold	186	–	–	﹤0.01%	580
2019 Q3	$12K	Hold	186	–	–	﹤0.01%	540
2019 Q2	$12K	Hold	186	–	–	﹤0.01%	565
2019 Q1	$12K	Hold	186	–	–	﹤0.01%	586
2018 Q4	$10K	Hold	186	–	–	﹤0.01%	581
2018 Q3	$13K	Hold	186	–	–	﹤0.01%	566
2018 Q2	$12K	Hold	186	–	–	﹤0.01%	559
2018 Q1	$12K	Hold	186	–	–	﹤0.01%	548
2017 Q4	$12K	Hold	186	–	–	﹤0.01%	576
2017 Q3	$11K	Hold	186	–	–	﹤0.01%	597
2017 Q2	$11K	Hold	186	–	–	﹤0.01%	560
2017 Q1	$11K	Hold	186	–	–	﹤0.01%	576
2016 Q4	$10K	Hold	186	–	–	﹤0.01%	557
2016 Q3	$10	Sell	186 -96	-34%	-$5	﹤0.01%	577
2016 Q2	$14K	Hold	282	–	–	﹤0.01%	504
2016 Q1	$14K	Buy	+282	New	+$14K	﹤0.01%	524