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NVWM LLC’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

NVWM LLC’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
2022
Q4 		– Sell
-570
Closed -$43K – 457
2022
Q3 		$43K Hold
570
– – 0.02% 245
2022
Q2 		$44K Hold
570
– – 0.02% 254
2022
Q1 		$52K Buy
+570
New +$51.3K 0.02% 265

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

NVWM LLC's IVOO Position: Q4 2022 in Review

NVWM LLC sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2022, closing a stake of 570 shares — an estimated $43K sold.

NVWM LLC first reported a position in IVOO in Q1 2022 and held it in 3 quarters. The position peaked at $52K in Q1 2022. 189 funds tracked by Wall St. Rank hold IVOO as of Q4 2022.

  • NVWM LLC reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2022 after selling out during the quarter.
  • NVWM LLC sold 570 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2022, an estimated $43K.
  • NVWM LLC first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2022 and held it in 3 quarters.
  • NVWM LLC's Vanguard S&P Mid-Cap 400 ETF position peaked at $52K in Q1 2022.
  • 189 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2022.

Based on NVWM LLC's 13F filing for Q4 2022, filed 14 Feb 2023.