GS
IVOO icon

GTS Securities’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

GTS Securities’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
Q4 		– Sell
-4,436
Closed -$468K – 2646
2024
Q3 		$468K Sell
4,436
-12
-0.3% -$1.23K ﹤0.01% 2886
2024
Q2 		$441K Sell
4,448
-125
-3% -$12.5K ﹤0.01% 2800
2024
Q1 		$471K Hold
4,573
– – ﹤0.01% 2636
2023
Q4 		$430K Sell
4,573
-1,916
-30% -$165K ﹤0.01% 2915
2023
Q3 		$549K Sell
6,489
-24,273
-79% -$2.15M ﹤0.01% 2519
2023
Q2 		$2.72M Buy
+30,762
New +$2.59M 0.09% 214

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
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return