Wealthspire Advisors (New York)’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$777K	Sell	6,799 -85	-1%	-$9.99K	0.01%	457
2025 Q4	$770K	Sell	6,884 -6,884	-50%	-$763K	0.01%	487
2025 Q3	$1.52M	Buy	13,768 +7,505	+120%	+$816K	0.01%	319
2025 Q2	$658K	Hold	6,263	–	–	﹤0.01%	471
2025 Q1	$618K	Buy	6,263 +1	+0%	+$105	﹤0.01%	468
2024 Q4	$661K	Sell	6,262 -619	-9%	-$67.3K	0.01%	443
2024 Q3	$727K	Buy	6,881 +1,260	+22%	+$129K	0.01%	426
2024 Q2	$557K	Sell	5,621 -60	-1%	-$5.98K	0.01%	410
2024 Q1	$585K	Sell	5,681 -5,941	-51%	-$570K	0.01%	397
2023 Q4	$1.09M	Hold	11,622	–	–	0.02%	296
2023 Q3	$982K	Hold	11,622	–	–	0.02%	281
2023 Q2	$1.03M	Hold	11,622	–	–	0.02%	248
2023 Q1	$984K	Hold	11,622	–	–	0.02%	243
2022 Q4	$951K	Buy	11,622 +5,702	+96%	+$466K	0.02%	272
2022 Q3	$440K	Buy	+5,920	New	+$484K	0.01%	356