Strategic Wealth Partners Group’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
2018
Q3
Sell
-1,892
Closed -$124K 42
2018
Q2
$124K Sell
1,892
-792
-30% -$52.1K 2.45% 5
2018
Q1
$170K Buy
+2,684
New +$170K 13.31% 1