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Patriot Financial Group Insurance Agency’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-136
Closed -$10K – 1168
2022
Q2 		$10K Hold
136
– – ﹤0.01% 1243
2022
Q1 		$12K Hold
136
– – ﹤0.01% 1284
2021
Q4 		$13K Hold
136
– – ﹤0.01% 1382
2021
Q3 		$12K Hold
136
– – ﹤0.01% 1400
2021
Q2 		$12K Hold
136
– – ﹤0.01% 1366
2021
Q1 		$12K Hold
136
– – ﹤0.01% 1294
2020
Q4 		$11K Hold
136
– – ﹤0.01% 1182
2020
Q3 		$9K Hold
136
– – ﹤0.01% 1059
2020
Q2 		$8K Hold
136
– – ﹤0.01% 1038
2020
Q1 		$7K Hold
136
– – ﹤0.01% 977
2019
Q4 		$9K Hold
136
– – ﹤0.01% 861
2019
Q3 		$9K Hold
136
– – ﹤0.01% 826
2019
Q2 		$9K Buy
+136
New +$8.8K ﹤0.01% 832
2018
Q4 		– Sell
-58
Closed -$4K – 1051
2018
Q3 		$4K Buy
+58
New +$3.94K ﹤0.01% 778
2018
Q2 		– Sell
-60
Closed -$4K – 758
2018
Q1 		$4K Hold
60
– – ﹤0.01% 772
2017
Q4 		$4K Buy
60
+2
+3% +$125 ﹤0.01% 769
2017
Q3 		$4K Hold
58
– – ﹤0.01% 736
2017
Q2 		$3K Hold
58
– – ﹤0.01% 772
2017
Q1 		$3K Buy
58
+28
+93% +$1.61K ﹤0.01% 705
2016
Q4 		$2K Buy
+30
New +$1.6K ﹤0.01% 700

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
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IVOO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2022, closing a stake of 136 shares — an estimated $10K sold.

Patriot Financial Group Insurance Agency first reported a position in IVOO in Q4 2016 and held it in 20 quarters. The position peaked at $13K in Q4 2021. 174 funds tracked by Wall St. Rank hold IVOO as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 136 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2022, an estimated $10K.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2016 and held it in 20 quarters.
  • Patriot Financial Group Insurance Agency's Vanguard S&P Mid-Cap 400 ETF position peaked at $13K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.