Creative Financial Designs’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Creative Financial Designs’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
2022 Q2	–	Sell	-2,778	Closed	-$252K	–	1287
2022 Q1	$252K	Buy	+2,778	New	+$250K	0.04%	259
2020 Q3	–	Sell	-132	Closed	-$8K	–	1255
2020 Q2	$8K	Buy	+132	New	+$7.43K	﹤0.01%	795
2018 Q1	–	Sell	-44	Closed	-$3K	–	726
2017 Q4	$3K	Sell	44 -152	-78%	-$9.49K	﹤0.01%	558
2017 Q3	$12K	Buy	196 +2	+1%	+$118	0.01%	395
2017 Q2	$11K	Sell	194 -376	-66%	-$21.9K	0.01%	401
2017 Q1	$33K	Sell	570 -2,514	-82%	-$144K	0.02%	267
2016 Q4	$172K	Buy	+3,084	New	+$165K	0.14%	127

Other funds holding IVOO

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Financial Designs's IVOO Position: Q2 2022 in Review

Creative Financial Designs sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2022, closing a stake of 2,778 shares — an estimated $252K sold.

Creative Financial Designs first reported a position in IVOO in Q4 2016 and held it in 7 quarters. The position peaked at $252K in Q1 2022. 179 funds tracked by Wall St. Rank hold IVOO as of Q2 2022.

Creative Financial Designs reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2022 after selling out during the quarter.
Creative Financial Designs sold 2,778 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2022, an estimated $252K.
Creative Financial Designs first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2016 and held it in 7 quarters.
Creative Financial Designs's Vanguard S&P Mid-Cap 400 ETF position peaked at $252K in Q1 2022.
179 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2022.

Based on Creative Financial Designs's 13F filing for Q2 2022, filed 1 Aug 2022.