Wealthspire Advisors (New York)’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 Q1	–	Sell	-4,955	Closed	-$558K	–	810
2024 Q4	$558K	Sell	4,955 -28	-0.6%	-$3.16K	0.01%	488
2024 Q3	$571K	Sell	4,983 -845	-14%	-$96.9K	0.01%	463
2024 Q2	$638K	Buy	5,828 +3,873	+198%	+$424K	0.01%	383
2024 Q1	$222K	Buy	+1,955	New	+$222K	﹤0.01%	577