Pacific Sage Partners’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Pacific Sage Partners’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
2024 Q3	–	Sell	-5,182	Closed	-$514K	–	107
2024 Q2	$514K	Hold	5,182	–	–	0.13%	51
2024 Q1	$534K	Hold	5,182	–	–	0.14%	50
2023 Q4	$487K	Hold	5,182	–	–	0.13%	51
2023 Q3	$438K	Hold	5,182	–	–	0.13%	48
2023 Q2	$459K	Hold	5,182	–	–	0.14%	46
2023 Q1	$439K	Buy	+5,182	New	+$447K	0.14%	45

Other funds holding IVOO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Pacific Sage Partners's IVOO Position: Q3 2024 in Review

Pacific Sage Partners sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2024, closing a stake of 5,182 shares — an estimated $514K sold.

Pacific Sage Partners first reported a position in IVOO in Q1 2023 and held it in 6 quarters. The position peaked at $534K in Q1 2024. 249 funds tracked by Wall St. Rank hold IVOO as of Q3 2024.

Pacific Sage Partners reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2024 after selling out during the quarter.
Pacific Sage Partners sold 5,182 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2024, an estimated $514K.
Pacific Sage Partners first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2023 and held it in 6 quarters.
Pacific Sage Partners's Vanguard S&P Mid-Cap 400 ETF position peaked at $534K in Q1 2024.
249 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2024.

Based on Pacific Sage Partners's 13F filing for Q3 2024, filed 28 Oct 2024.