Waverly Advisors’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$398K	Buy	3,519 +196	+6%	+$22.2K	﹤0.01%	875
2025 Q1	$343K	Buy	3,323 +1,133	+52%	+$117K	﹤0.01%	886
2024 Q4	$247K	Buy	+2,190	New	+$247K	﹤0.01%	879