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

MinichMacGregor Wealth Management’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
2023
Q1 		– Sell
-326
Closed -$26.7K – 351
2022
Q4 		$26.7K Buy
+326
New +$26.7K 0.01% 254
2022
Q2 		– Sell
-71,258
Closed -$6.48M – 88
2022
Q1 		$6.48M Buy
+71,258
New +$6.42M 2.07% 18

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MinichMacGregor Wealth Management's IVOO Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2023, closing a stake of 326 shares — an estimated $26.7K sold.

MinichMacGregor Wealth Management first reported a position in IVOO in Q1 2022 and held it in 2 quarters. The position peaked at $6.48M in Q1 2022. 191 funds tracked by Wall St. Rank hold IVOO as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 326 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2023, an estimated $26.7K.
  • MinichMacGregor Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2022 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $6.48M in Q1 2022.
  • 191 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.