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

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-1,946	Closed	-$192K	–	474
2025 Q1	$192K	Hold	1,946	–	–	0.04%	180
2024 Q4	$205K	Hold	1,946	–	–	0.04%	180
2024 Q3	$206K	Hold	1,946	–	–	0.04%	180
2024 Q2	$194K	Hold	1,946	–	–	0.04%	183
2024 Q1	$200K	Buy	+1,946	New	+$187K	0.04%	173
2023 Q1	–	Sell	-110	Closed	-$8.96K	–	1092
2022 Q4	$8.96K	Buy	110 +2	+2%	+$164	﹤0.01%	633
2022 Q3	$8K	Hold	108	–	–	﹤0.01%	601
2022 Q2	$8K	Sell	108 -614	-85%	-$51.3K	﹤0.01%	603
2022 Q1	$66K	Buy	722 +2	+0.3%	+$180	0.01%	314
2021 Q4	$69K	Buy	720 +4	+0.6%	+$377	0.02%	316
2021 Q3	$64K	Hold	716	–	–	0.01%	304
2021 Q2	$65K	Buy	716 +2	+0.3%	+$183	0.01%	325
2021 Q1	$63K	Buy	+714	New	+$60.3K	0.02%	328
2020 Q4	–	Sell	-104	Closed	-$7K	–	946
2020 Q3	$7K	Hold	104	–	–	﹤0.01%	528
2020 Q2	$6K	Sell	104 -5,090	-98%	-$286K	﹤0.01%	378
2020 Q1	$252K	Sell	5,194 -1,428	-22%	-$89.6K	0.14%	82
2019 Q4	$455K	Buy	+6,622	New	+$443K	0.47%	38

Other funds holding IVOO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

LMIM

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

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

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

SILC

Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Carolinas Wealth Consulting's IVOO Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2025, closing a stake of 1,946 shares — an estimated $192K sold.

Carolinas Wealth Consulting first reported a position in IVOO in Q4 2019 and held it in 17 quarters. The position peaked at $455K in Q4 2019. 274 funds tracked by Wall St. Rank hold IVOO as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 1,946 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2025, an estimated $192K.
Carolinas Wealth Consulting first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2019 and held it in 17 quarters.
Carolinas Wealth Consulting's Vanguard S&P Mid-Cap 400 ETF position peaked at $455K in Q4 2019.
274 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.