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

LM 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
Q1 		– Sell
-255
Closed -$24K – 467
2023
Q4 		$24K Buy
+255
New +$21.9K ﹤0.01% 412

Other funds holding IVOO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $1.12B AUM

LM Advisors's IVOO Position: Q1 2024 in Review

LM Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2024, closing a stake of 255 shares — an estimated $24K sold.

LM Advisors first reported a position in IVOO in Q4 2023 and held it in 1 quarter. The position peaked at $24K in Q4 2023. 233 funds tracked by Wall St. Rank hold IVOO as of Q1 2024.

  • LM Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 255 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2024, an estimated $24K.
  • LM Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $24K in Q4 2023.
  • 233 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.