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Paracle Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Paracle Advisors’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
2019
Q4 		– Sell
-4,392
Closed -$286K – 52
2019
Q3 		$286K Buy
+4,392
New +$285K 0.07% 58

Other funds holding IVOO

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
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RGI
River Global Investors London, United Kingdom $515M AUM 24.86% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Paracle Advisors's IVOO Position: Q4 2019 in Review

Paracle Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2019, closing a stake of 4,392 shares — an estimated $286K sold.

Paracle Advisors first reported a position in IVOO in Q3 2019 and held it in 1 quarter. The position peaked at $286K in Q3 2019. 126 funds tracked by Wall St. Rank hold IVOO as of Q4 2019.

  • Paracle Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2019 after selling out during the quarter.
  • Paracle Advisors sold 4,392 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2019, an estimated $286K.
  • Paracle Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2019 and held it in 1 quarter.
  • Paracle Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $286K in Q3 2019.
  • 126 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2019.

Based on Paracle Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.