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

NWAM 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
2026
Q1 		$297K Hold
2,600
– – 0.02% 501
2025
Q4 		$306K Hold
2,600
– – 0.02% 497
2025
Q3 		$287K Hold
2,600
– – 0.02% 532
2025
Q2 		$277K Hold
2,600
– – 0.02% 525
2025
Q1 		$257K Hold
2,600
– – 0.02% 432
2024
Q4 		$274K Hold
2,600
– – 0.02% 499
2024
Q3 		$275K Buy
+2,600
New +$266K 0.02% 518
2024
Q2 		– Sell
-2,600
Closed -$262K – 345
2024
Q1 		$262K Hold
2,600
– – 0.02% 469
2023
Q4 		$244K Hold
2,600
– – 0.02% 486
2023
Q3 		$220K Hold
2,600
– – 0.02% 457
2023
Q2 		$230K Hold
2,600
– – 0.02% 475
2023
Q1 		$220K Hold
2,600
– – 0.02% 438
2022
Q4 		$213K Buy
+2,600
New +$213K 0.02% 484
2022
Q3 		– Sell
-2,600
Closed -$201K – 512
2022
Q2 		$201K Hold
2,600
– – 0.02% 497
2022
Q1 		$236K Hold
2,600
– – 0.02% 478
2021
Q4 		$249K Hold
2,600
– – 0.02% 446
2021
Q3 		$232K Buy
+2,600
New +$237K 0.02% 449

Other funds holding IVOO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SILC
Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return