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Heartwood Wealth Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Heartwood Wealth Advisors’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
Q2 		– Sell
-2,100
Closed -$216K – 175
2024
Q1 		$216K Buy
+2,100
New +$201K 0.03% 151
2023
Q3 		– Sell
-2,281
Closed -$202K – 136
2023
Q2 		$202K Buy
+2,281
New +$192K 0.03% 138

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
WAM
WNY Asset Management Williamsville, New York $967M AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Heartwood Wealth Advisors's IVOO Position: Q2 2024 in Review

Heartwood Wealth Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2024, closing a stake of 2,100 shares — an estimated $216K sold.

Heartwood Wealth Advisors first reported a position in IVOO in Q2 2023 and held it in 2 quarters. The position peaked at $216K in Q1 2024. 234 funds tracked by Wall St. Rank hold IVOO as of Q2 2024.

  • Heartwood Wealth Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2024 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 2,100 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2024, an estimated $216K.
  • Heartwood Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2023 and held it in 2 quarters.
  • Heartwood Wealth Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $216K in Q1 2024.
  • 234 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2024.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.