Schrum Private Wealth Management’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,000	Closed	-$287K	–	149
2024 Q3	$287K	Buy	+3,000	New	+$287K	0.15%	135