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Graves Light Lenhart Wealth’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Graves Light Lenhart Wealth’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
Q3 		– Sell
-110
Closed -$8K – 361
2022
Q2 		$8K Hold
110
– – ﹤0.01% 504
2022
Q1 		$10K Buy
+110
New +$9.91K ﹤0.01% 542

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Graves Light Lenhart Wealth's IVOO Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2022, closing a stake of 110 shares — an estimated $8K sold.

Graves Light Lenhart Wealth first reported a position in IVOO in Q1 2022 and held it in 2 quarters. The position peaked at $10K in Q1 2022. 174 funds tracked by Wall St. Rank hold IVOO as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 110 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2022, an estimated $8K.
  • Graves Light Lenhart Wealth first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2022 and held it in 2 quarters.
  • Graves Light Lenhart Wealth's Vanguard S&P Mid-Cap 400 ETF position peaked at $10K in Q1 2022.
  • 174 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.