Wallace Advisory 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
2025
Q2
Sell
-2,552
Closed -$269K 184
2025
Q1
$269K Buy
+2,552
New +$269K 0.19% 152