American Portfolios Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

American Portfolios Advisors’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 Q3	$678K	Sell	9,130 -142	-2%	-$11.6K	0.03%	546
2022 Q2	$710K	Buy	9,272 +170	+2%	+$14.2K	0.03%	534
2022 Q1	$827K	Buy	9,102 +1,234	+16%	+$111K	0.03%	554
2021 Q4	$753K	Buy	7,868 +1,822	+30%	+$172K	0.03%	577
2021 Q3	$538K	Buy	6,046 +1,294	+27%	+$118K	0.02%	667
2021 Q2	$432K	Buy	4,752 +2,088	+78%	+$191K	0.02%	777
2021 Q1	$235K	Buy	2,664 +2,478	+1,332%	+$209K	0.01%	958
2020 Q4	$14.5K	Hold	186	–	–	﹤0.01%	1962
2020 Q3	$11.7K	Hold	186	–	–	﹤0.01%	1922
2020 Q2	$11.2K	Hold	186	–	–	﹤0.01%	1884
2020 Q1	$9.05K	Sell	186 -92	-33%	-$5.77K	﹤0.01%	1854
2019 Q4	$19.3K	Hold	278	–	–	﹤0.01%	1737
2019 Q3	$18.1K	Hold	278	–	–	﹤0.01%	1708
2019 Q2	$18.2K	Hold	278	–	–	﹤0.01%	1694
2019 Q1	$17.8K	Hold	278	–	–	﹤0.01%	1623
2018 Q4	$15.5K	Hold	278	–	–	﹤0.01%	1470
2018 Q3	$18.9K	Buy	+278	New	+$18.9K	﹤0.01%	1501

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 $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

American Portfolios Advisors's IVOO Position: Q3 2022 in Review

American Portfolios Advisors reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 1.5% in Q3 2022, selling an estimated $11.6K and leaving 9,130 shares worth $678K. The position accounts for 0.03% of the portfolio, ranked #546.

American Portfolios Advisors first reported a position in IVOO in Q3 2018 and has held it in 17 quarters since. The position peaked at $827K in Q1 2022. 174 funds tracked by Wall St. Rank hold IVOO as of Q3 2022.

American Portfolios Advisors held 9,130 shares of Vanguard S&P Mid-Cap 400 ETF worth $678K as of Q3 2022.
American Portfolios Advisors sold 142 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2022, an estimated $11.6K.
Vanguard S&P Mid-Cap 400 ETF made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #546 holding.
American Portfolios Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2018 and has held it in 17 quarters since.
American Portfolios Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $827K in Q1 2022.
174 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.