Tandem Wealth Advisors’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	–	Sell	-4,580	Closed	-$452K	–	54
2025 Q1	$452K	Buy	4,580 +225	+5%	+$22.2K	0.24%	32
2024 Q4	$459K	Buy	+4,355	New	+$459K	0.23%	31