Wealth Enhancement Advisory Services’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
$455K Sell
4,213
-432
-9% -$46.6K ﹤0.01% 2284
2025
Q1
$458K Buy
4,645
+1,976
+74% +$195K ﹤0.01% 2115
2024
Q4
$282K Sell
2,669
-68
-2% -$7.17K ﹤0.01% 2407
2024
Q3
$289K Buy
+2,737
New +$289K ﹤0.01% 2186