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Asset Allocation & Management Company’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Asset Allocation & Management Company’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
2020
Q2 		– Sell
-18,442
Closed -$897K – 47
2020
Q1 		$897K Buy
18,442
+448
+2% +$28.1K 0.44% 20
2019
Q4 		$1.25M Buy
+17,994
New +$1.2M 0.47% 19

Other funds holding IVOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return

Asset Allocation & Management Company's IVOO Position: Q2 2020 in Review

Asset Allocation & Management Company sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2020, closing a stake of 18,442 shares — an estimated $897K sold.

Asset Allocation & Management Company first reported a position in IVOO in Q4 2019 and held it in 2 quarters. The position peaked at $1.25M in Q4 2019. 124 funds tracked by Wall St. Rank hold IVOO as of Q2 2020.

  • Asset Allocation & Management Company reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2020 after selling out during the quarter.
  • Asset Allocation & Management Company sold 18,442 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2020, an estimated $897K.
  • Asset Allocation & Management Company first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2019 and held it in 2 quarters.
  • Asset Allocation & Management Company's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.25M in Q4 2019.
  • 124 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2020.

Based on Asset Allocation & Management Company's 13F filing for Q2 2020, filed 16 Nov 2020.