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

IBEX 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
2019
Q3 		– Sell
-32
Closed -$2K – 229
2019
Q2 		$2K Buy
+32
New +$2.07K ﹤0.01% 399

Other funds holding IVOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RGI
River Global Investors London, United Kingdom $515M AUM 24.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IBEX Wealth Advisors's IVOO Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2019, closing a stake of 32 shares — an estimated $2K sold.

IBEX Wealth Advisors first reported a position in IVOO in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 118 funds tracked by Wall St. Rank hold IVOO as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 32 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2019, an estimated $2K.
  • IBEX Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2019 and held it in 1 quarter.
  • IBEX Wealth Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $2K in Q2 2019.
  • 118 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.