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Consolidated Planning Corp’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-78
Closed -$7K – 251
2021
Q3 		$7K Buy
+78
New +$7.1K ﹤0.01% 331

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 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
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Consolidated Planning Corp's IVOO Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2021, closing a stake of 78 shares — an estimated $7K sold.

Consolidated Planning Corp first reported a position in IVOO in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 180 funds tracked by Wall St. Rank hold IVOO as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 78 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2021, an estimated $7K.
  • Consolidated Planning Corp first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Vanguard S&P Mid-Cap 400 ETF position peaked at $7K in Q3 2021.
  • 180 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.