Accel Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Accel Wealth Management’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-140	Closed	-$13K	–	952
2021 Q4	$13K	Hold	140	–	–	0.01%	658
2021 Q3	$12K	Hold	140	–	–	0.01%	603
2021 Q2	$13K	Hold	140	–	–	0.01%	643
2021 Q1	$12K	Hold	140	–	–	0.01%	620
2020 Q4	$11K	Buy	+140	New	+$10K	0.01%	599

Other funds holding IVOO

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accel Wealth Management's IVOO Position: Q1 2022 in Review

Accel Wealth Management sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2022, closing a stake of 140 shares — an estimated $13K sold.

Accel Wealth Management first reported a position in IVOO in Q4 2020 and held it in 5 quarters. The position peaked at $13K in Q4 2021. 180 funds tracked by Wall St. Rank hold IVOO as of Q1 2022.

Accel Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2022 after selling out during the quarter.
Accel Wealth Management sold 140 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2022, an estimated $13K.
Accel Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2020 and held it in 5 quarters.
Accel Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $13K in Q4 2021.
180 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2022.

Based on Accel Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.