Appleton Partners’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Appleton Partners’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	-3,340	Closed	-$320K	–	309
2021 Q4	$320K	Hold	3,340	–	–	0.02%	255
2021 Q3	$297K	Hold	3,340	–	–	0.02%	250
2021 Q2	$304K	Hold	3,340	–	–	0.03%	250
2021 Q1	$295K	Hold	3,340	–	–	0.03%	243
2020 Q4	$260K	Sell	3,340 -100	-3%	-$7.14K	0.03%	242
2020 Q3	$216K	Hold	3,440	–	–	0.02%	253
2020 Q2	$207K	Buy	+3,440	New	+$194K	0.02%	245
2020 Q1	–	Sell	-3,440	Closed	-$239K	–	271
2019 Q4	$239K	Hold	3,440	–	–	0.03%	271
2019 Q3	$224K	Hold	3,440	–	–	0.03%	262
2019 Q2	$226K	Hold	3,440	–	–	0.03%	262
2019 Q1	$220K	Hold	3,440	–	–	0.03%	250
2018 Q4	$234K	Hold	3,440	–	–	0.04%	236
2018 Q3	$234K	Hold	3,440	–	–	0.03%	242
2018 Q2	$226K	Hold	3,440	–	–	0.03%	246
2018 Q1	$218K	Hold	3,440	–	–	0.03%	243
2017 Q4	$220K	Hold	3,440	–	–	0.03%	248
2017 Q3	$208K	Hold	3,440	–	–	0.04%	231
2017 Q2	$202K	Sell	3,440 -760	-18%	-$44.3K	0.03%	238
2017 Q1	$243K	Buy	+4,200	New	+$241K	0.04%	208

Other funds holding IVOO

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MIH

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Appleton Partners's IVOO Position: Q1 2022 in Review

Appleton Partners sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2022, closing a stake of 3,340 shares — an estimated $320K sold.

Appleton Partners first reported a position in IVOO in Q1 2017 and held it in 19 quarters. The position peaked at $320K in Q4 2021. 180 funds tracked by Wall St. Rank hold IVOO as of Q1 2022.

Appleton Partners reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2022 after selling out during the quarter.
Appleton Partners sold 3,340 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2022, an estimated $320K.
Appleton Partners first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2017 and held it in 19 quarters.
Appleton Partners's Vanguard S&P Mid-Cap 400 ETF position peaked at $320K in Q4 2021.
180 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2022.

Based on Appleton Partners's 13F filing for Q1 2022, filed 5 Apr 2022.