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Disciplined Investments’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Disciplined Investments’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
2023
Q1 		– Sell
-4
Closed -$327 – 1697
2022
Q4 		$327 Hold
4
– – ﹤0.01% 1312
2022
Q3 		$0 Hold
4
– – ﹤0.01% 1403
2022
Q2 		$0 Sell
4
-4
-50% -$334 ﹤0.01% 1435
2022
Q1 		$1K Hold
8
– – ﹤0.01% 1034
2021
Q4 		$1K Hold
8
– – ﹤0.01% 473
2021
Q3 		$1K Hold
8
– – ﹤0.01% 424
2021
Q2 		$1K Hold
8
– – ﹤0.01% 407
2021
Q1 		$1K Hold
8
– – ﹤0.01% 365
2020
Q4 		$1K Hold
8
– – ﹤0.01% 303
2020
Q3 		$1K Hold
8
– – ﹤0.01% 377
2020
Q2 		$0 Hold
8
– – ﹤0.01% 424
2020
Q1 		$0 Buy
8
+2
+33% +$126 ﹤0.01% 446
2019
Q4 		$0 Buy
+6
New +$402 ﹤0.01% 427

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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