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

DB Wealth Management Group’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 Q4	–	Sell	-740	Closed	-$55K	–	364
2022 Q3	$55K	Hold	740	–	–	0.04%	144
2022 Q2	$57K	Hold	740	–	–	0.04%	148
2022 Q1	$67K	Hold	740	–	–	0.04%	147
2021 Q4	$71K	Hold	740	–	–	0.04%	138
2021 Q3	$66K	Hold	740	–	–	0.04%	137
2021 Q2	$67K	Hold	740	–	–	0.04%	137
2021 Q1	$65K	Buy	+740	New	+$62.5K	0.04%	140

Other funds holding IVOO

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

DB Wealth Management Group's IVOO Position: Q4 2022 in Review

DB Wealth Management Group sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2022, closing a stake of 740 shares — an estimated $55K sold.

DB Wealth Management Group first reported a position in IVOO in Q1 2021 and held it in 7 quarters. The position peaked at $71K in Q4 2021. 189 funds tracked by Wall St. Rank hold IVOO as of Q4 2022.

DB Wealth Management Group reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2022 after selling out during the quarter.
DB Wealth Management Group sold 740 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2022, an estimated $55K.
DB Wealth Management Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2021 and held it in 7 quarters.
DB Wealth Management Group's Vanguard S&P Mid-Cap 400 ETF position peaked at $71K in Q4 2021.
189 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2022.

Based on DB Wealth Management Group's 13F filing for Q4 2022, filed 13 Feb 2023.