SOA Wealth Advisors’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$43K	Hold	344	–	–	0.01%	399
2025 Q4	$41.3K	Hold	344	–	–	0.01%	400
2025 Q3	$41.1K	Hold	344	–	–	0.01%	402
2025 Q2	$38.9K	Hold	344	–	–	0.01%	406
2025 Q1	$35.5K	Hold	344	–	–	0.01%	387
2024 Q4	$38.8K	Hold	344	–	–	0.01%	363
2024 Q3	$39.4K	Sell	344 -4	-1%	-$445	0.01%	357
2024 Q2	$38.1K	Hold	348	–	–	0.01%	342
2024 Q1	$39.5K	Buy	348 +336	+2,800%	+$34.8K	0.01%	336
2023 Q4	$1.18K	Hold	12	–	–	﹤0.01%	745
2023 Q3	$1.08K	Hold	12	–	–	﹤0.01%	767
2023 Q2	$1.12K	Hold	12	–	–	﹤0.01%	778
2023 Q1	$1.07K	Hold	12	–	–	﹤0.01%	784
2022 Q4	$1.02K	Hold	12	–	–	﹤0.01%	794
2022 Q3	$0	Hold	12	–	–	﹤0.01%	897
2022 Q2	$0	Hold	12	–	–	﹤0.01%	912
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	851
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	825
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	843
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	823
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	771
2020 Q4	$1K	Buy	+12	New	+$995	﹤0.01%	747