SpringVest Wealth Management’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
2025 Q2	$2.36M	Sell	22,454 -465	-2%	-$48.8K	1.91%	12
2025 Q1	$2.26M	Sell	22,919 -182	-0.8%	-$18K	1.88%	13
2024 Q4	$2.44M	Buy	+23,101	New	+$2.44M	2.09%	12