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

Financial Enhancement 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 Q1	–	Sell	-530	Closed	-$51K	–	330
2021 Q4	$51K	Hold	530	–	–	0.01%	138
2021 Q3	$47K	Hold	530	–	–	0.01%	136
2021 Q2	$48K	Hold	530	–	–	0.01%	127
2021 Q1	$47K	Hold	530	–	–	0.01%	123
2020 Q4	$41K	Hold	530	–	–	0.01%	146
2020 Q3	$33K	Hold	530	–	–	0.01%	138
2020 Q2	$32K	Hold	530	–	–	0.01%	139
2020 Q1	$26K	Hold	530	–	–	0.01%	154
2019 Q4	$37K	Hold	530	–	–	0.01%	133
2019 Q3	$35K	Buy	530 +2	+0.4%	+$130	0.01%	139
2019 Q2	$35K	Buy	+528	New	+$34.2K	0.01%	134

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Enhancement Group's IVOO Position: Q1 2022 in Review

Financial Enhancement Group sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2022, closing a stake of 530 shares — an estimated $51K sold.

Financial Enhancement Group first reported a position in IVOO in Q2 2019 and held it in 11 quarters. The position peaked at $51K in Q4 2021. 180 funds tracked by Wall St. Rank hold IVOO as of Q1 2022.

Financial Enhancement Group reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2022 after selling out during the quarter.
Financial Enhancement Group sold 530 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2022, an estimated $51K.
Financial Enhancement Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2019 and held it in 11 quarters.
Financial Enhancement Group's Vanguard S&P Mid-Cap 400 ETF position peaked at $51K in Q4 2021.
180 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2022.

Based on Financial Enhancement Group's 13F filing for Q1 2022, filed 18 May 2022.