Turtle Creek Wealth Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$749K Buy
2024
Q4
Sell
2024
Q3
$753K Hold
2024
Q2
$707K Hold
2024
Q1
$735K Hold
2023
Q4
$670K Buy