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

Cranbrook Wealth Management’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
Q2 		– Sell
-922
Closed -$45K – 270
2020
Q1 		$45K Hold
922
– – 0.02% 139
2019
Q4 		$64K Buy
+922
New +$61.7K 0.02% 129

Other funds holding IVOO

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
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return

Cranbrook Wealth Management's IVOO Position: Q2 2020 in Review

Cranbrook Wealth Management sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2020, closing a stake of 922 shares — an estimated $45K sold.

Cranbrook Wealth Management first reported a position in IVOO in Q4 2019 and held it in 2 quarters. The position peaked at $64K in Q4 2019. 124 funds tracked by Wall St. Rank hold IVOO as of Q2 2020.

  • Cranbrook Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2020 after selling out during the quarter.
  • Cranbrook Wealth Management sold 922 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2020, an estimated $45K.
  • Cranbrook Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2019 and held it in 2 quarters.
  • Cranbrook Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $64K in Q4 2019.
  • 124 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2020.

Based on Cranbrook Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.