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

Oxler Private Wealth’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
-2,000
Closed -$113K – 226
2022
Q3 		$113K Buy
+2,000
New +$164K 0.06% 123

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

Oxler Private Wealth's IVOO Position: Q4 2022 in Review

Oxler Private Wealth sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2022, closing a stake of 2,000 shares — an estimated $113K sold.

Oxler Private Wealth first reported a position in IVOO in Q3 2022 and held it in 1 quarter. The position peaked at $113K in Q3 2022. 189 funds tracked by Wall St. Rank hold IVOO as of Q4 2022.

  • Oxler Private Wealth reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 2,000 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2022, an estimated $113K.
  • Oxler Private Wealth first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's Vanguard S&P Mid-Cap 400 ETF position peaked at $113K in Q3 2022.
  • 189 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.