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

Beaumont Financial 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
2020
Q4 		– Sell
-38,338
Closed -$2.41M – 348
2020
Q3 		$2.41M Hold
38,338
– – 0.23% 88
2020
Q2 		$2.31M Buy
+38,338
New +$2.16M 0.24% 81

Other funds holding IVOO

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Beaumont Financial Advisors's IVOO Position: Q4 2020 in Review

Beaumont Financial Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2020, closing a stake of 38,338 shares — an estimated $2.41M sold.

Beaumont Financial Advisors first reported a position in IVOO in Q2 2020 and held it in 2 quarters. The position peaked at $2.41M in Q3 2020. 149 funds tracked by Wall St. Rank hold IVOO as of Q4 2020.

  • Beaumont Financial Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2020 after selling out during the quarter.
  • Beaumont Financial Advisors sold 38,338 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2020, an estimated $2.41M.
  • Beaumont Financial Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2020 and held it in 2 quarters.
  • Beaumont Financial Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $2.41M in Q3 2020.
  • 149 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2020.

Based on Beaumont Financial Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.