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

McClarren Financial 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
Q3 		– Sell
-99
Closed – – 296
2024
Q2 		$0 Buy
99
+97
+4,850% +$9.66K ﹤0.01% 340
2024
Q1 		$1K Buy
2
+1
+100% +$96 ﹤0.01% 316
2023
Q4 		$0 Hold
1
– – ﹤0.01% 399
2023
Q3 		$0 Buy
+1
New +$89 ﹤0.01% 363

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

McClarren Financial Advisors's IVOO Position: Q3 2024 in Review

McClarren Financial Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2024, closing a stake of 99 shares.

McClarren Financial Advisors first reported a position in IVOO in Q3 2023 and held it in 4 quarters. The position peaked at $1K in Q1 2024. 249 funds tracked by Wall St. Rank hold IVOO as of Q3 2024.

  • McClarren Financial Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2024 after selling out during the quarter.
  • McClarren Financial Advisors sold 99 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2024.
  • McClarren Financial Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2023 and held it in 4 quarters.
  • McClarren Financial Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $1K in Q1 2024.
  • 249 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2024.

Based on McClarren Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.