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Money Concepts Capital’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Money Concepts Capital’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
-126
Closed -$10.3K – 1722
2022
Q4 		$10.3K Buy
+126
New +$10.3K ﹤0.01% 1993
2022
Q2 		– Sell
-40
Closed -$4K – 2053
2022
Q1 		$4K Buy
+40
New +$3.6K ﹤0.01% 2280

Other funds holding IVOO

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $14.9B AUM 46.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Money Concepts Capital's IVOO Position: Q1 2023 in Review

Money Concepts Capital sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2023, closing a stake of 126 shares — an estimated $10.3K sold.

Money Concepts Capital first reported a position in IVOO in Q1 2022 and held it in 2 quarters. The position peaked at $10.3K in Q4 2022. 191 funds tracked by Wall St. Rank hold IVOO as of Q1 2023.

  • Money Concepts Capital reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 126 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2023, an estimated $10.3K.
  • Money Concepts Capital first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Vanguard S&P Mid-Cap 400 ETF position peaked at $10.3K in Q4 2022.
  • 191 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.