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Global Wealth Strategies & Associates’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Global Wealth Strategies & Associates’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
-12
Closed -$1.13K – 369
2023
Q4 		$1.13K Buy
+12
New +$1.03K ﹤0.01% 274

Other funds holding IVOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM

Global Wealth Strategies & Associates's IVOO Position: Q1 2024 in Review

Global Wealth Strategies & Associates sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2024, closing a stake of 12 shares — an estimated $1.13K sold.

Global Wealth Strategies & Associates first reported a position in IVOO in Q4 2023 and held it in 1 quarter. The position peaked at $1.13K in Q4 2023. 233 funds tracked by Wall St. Rank hold IVOO as of Q1 2024.

  • Global Wealth Strategies & Associates reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 12 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2024, an estimated $1.13K.
  • Global Wealth Strategies & Associates first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2023 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.13K in Q4 2023.
  • 233 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2024, filed 1 Apr 2024.