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

FAS Wealth Partners’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
2021
Q3 		– Sell
-350
Closed -$32K – 403
2021
Q2 		$32K Buy
+350
New +$32K ﹤0.01% 335

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

FAS Wealth Partners's IVOO Position: Q3 2021 in Review

FAS Wealth Partners sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2021, closing a stake of 350 shares — an estimated $32K sold.

FAS Wealth Partners first reported a position in IVOO in Q2 2021 and held it in 1 quarter. The position peaked at $32K in Q2 2021. 169 funds tracked by Wall St. Rank hold IVOO as of Q3 2021.

  • FAS Wealth Partners reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2021 after selling out during the quarter.
  • FAS Wealth Partners sold 350 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2021, an estimated $32K.
  • FAS Wealth Partners first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2021 and held it in 1 quarter.
  • FAS Wealth Partners's Vanguard S&P Mid-Cap 400 ETF position peaked at $32K in Q2 2021.
  • 169 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2021.

Based on FAS Wealth Partners's 13F filing for Q3 2021, filed 15 Nov 2021.