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

HHM 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
2021
Q2 		– Sell
-116
Closed -$10K – 636
2021
Q1 		$10K Hold
116
– – ﹤0.01% 450
2020
Q4 		$9K Buy
+116
New +$8.28K ﹤0.01% 424

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 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

HHM Wealth Advisors's IVOO Position: Q2 2021 in Review

HHM Wealth Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2021, closing a stake of 116 shares — an estimated $10K sold.

HHM Wealth Advisors first reported a position in IVOO in Q4 2020 and held it in 2 quarters. The position peaked at $10K in Q1 2021. 163 funds tracked by Wall St. Rank hold IVOO as of Q2 2021.

  • HHM Wealth Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2021 after selling out during the quarter.
  • HHM Wealth Advisors sold 116 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2021, an estimated $10K.
  • HHM Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2020 and held it in 2 quarters.
  • HHM Wealth Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $10K in Q1 2021.
  • 163 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2021.

Based on HHM Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.