Global Wealth Management Investment Advisory’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Global Wealth Management Investment Advisory’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
2024 Q1	–	Sell	-26	Closed	-$2.44K	–	292
2023 Q4	$2.44K	Hold	26	–	–	﹤0.01%	384
2023 Q3	$2.2K	Sell	26 -93	-78%	-$8.25K	﹤0.01%	376
2023 Q2	$10.5K	Buy	+119	New	+$10K	﹤0.01%	289
2022 Q3	–	Sell	-26	Closed	-$2K	–	301
2022 Q2	$2K	Hold	26	–	–	﹤0.01%	417
2022 Q1	$2K	Sell	26 -776	-97%	-$69.9K	﹤0.01%	420
2021 Q4	$77K	Hold	802	–	–	0.02%	171
2021 Q3	$71K	Buy	+802	New	+$73K	0.02%	187

Other funds holding IVOO

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

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 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

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

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

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

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

WAM

WNY Asset Management Williamsville, New York $967M AUM

Global Wealth Management Investment Advisory's IVOO Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2024, closing a stake of 26 shares — an estimated $2.44K sold.

Global Wealth Management Investment Advisory first reported a position in IVOO in Q3 2021 and held it in 7 quarters. The position peaked at $77K in Q4 2021. 233 funds tracked by Wall St. Rank hold IVOO as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 26 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2024, an estimated $2.44K.
Global Wealth Management Investment Advisory first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2021 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Vanguard S&P Mid-Cap 400 ETF position peaked at $77K in Q4 2021.
233 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.