Valued Retirements’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Valued Retirements’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$227K	Hold
2025 Q2	$227K	Hold
2025 Q1	$213K	Hold
2024 Q4	$228K	Hold
2024 Q3	$228K	Hold
2024 Q2	$214K	Hold
2024 Q1	$222K	Hold
2023 Q4	$203K	Buy