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

Claro 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
2019
Q1 		– Sell
-320
Closed -$22K – 554
2018
Q4 		$22K Buy
+320
New +$19.7K 0.02% 522

Other funds holding IVOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
RGI
River Global Investors London, United Kingdom $515M AUM 24.86% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 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

Claro Advisors's IVOO Position: Q1 2019 in Review

Claro Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2019, closing a stake of 320 shares — an estimated $22K sold.

Claro Advisors first reported a position in IVOO in Q4 2018 and held it in 1 quarter. The position peaked at $22K in Q4 2018. 116 funds tracked by Wall St. Rank hold IVOO as of Q1 2019.

  • Claro Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 320 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2019, an estimated $22K.
  • Claro Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $22K in Q4 2018.
  • 116 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.