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Cary Street Partners Investment Advisory’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-60
Closed -$5.07K – 1225
2023
Q3 		$5.07K Hold
60
– – ﹤0.01% 1473
2023
Q2 		$5.31K Sell
60
-920
-94% -$77.5K ﹤0.01% 1398
2023
Q1 		$83K Buy
980
+2
+0.2% +$172 0.01% 636
2022
Q4 		$80K Buy
+978
New +$80K 0.01% 637

Other funds holding IVOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Cary Street Partners Investment Advisory's IVOO Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2023, closing a stake of 60 shares — an estimated $5.07K sold.

Cary Street Partners Investment Advisory first reported a position in IVOO in Q4 2022 and held it in 4 quarters. The position peaked at $83K in Q1 2023. 221 funds tracked by Wall St. Rank hold IVOO as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 60 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2023, an estimated $5.07K.
  • Cary Street Partners Investment Advisory first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Vanguard S&P Mid-Cap 400 ETF position peaked at $83K in Q1 2023.
  • 221 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.