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 $2.53B 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 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

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

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

Disciplined Investments's IVOO Position: Q1 2023 in Review

Disciplined Investments sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2023, closing a stake of 4 shares — an estimated $327 sold.

Disciplined Investments first reported a position in IVOO in Q4 2019 and held it in 13 quarters. The position peaked at $1K in Q1 2022. 191 funds tracked by Wall St. Rank hold IVOO as of Q1 2023.

Disciplined Investments reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2023 after selling out during the quarter.
Disciplined Investments sold 4 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2023, an estimated $327.
Disciplined Investments first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2019 and held it in 13 quarters.
Disciplined Investments's Vanguard S&P Mid-Cap 400 ETF position peaked at $1K in Q1 2022.
191 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2023.

Based on Disciplined Investments's 13F filing for Q1 2023, filed 10 May 2023.