Simplicity Solutions’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$1.2M Buy
2023
Q2
Sell
2023
Q1
$1.56M Buy
2019
Q2
Sell
2019
Q1
$259K Buy