Simplicity Wealth’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
2024 Q3	–	Sell	-12,969	Closed	-$1.29M	–	843
2024 Q2	$1.29M	Buy	12,969 +112	+0.9%	+$11.1K	0.03%	453
2024 Q1	$1.32M	Buy	+12,857	New	+$1.32M	0.03%	449