Waldron Private Wealth’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Waldron Private Wealth’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	$337K	Sell
2025 Q2	$354K	Hold
2025 Q1	$333K	Buy
2024 Q4	$321K	Hold
2024 Q3	$323K	Hold
2024 Q2	$303K	Hold
2024 Q1	$314K	Hold
2023 Q4	$286K	Buy