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

Personal Wealth 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
2022
Q2 		– Sell
-2,812
Closed -$256K – 33
2022
Q1 		$256K Hold
2,812
– – 0.11% 70
2021
Q4 		$269K Hold
2,812
– – 0.11% 68
2021
Q3 		$250K Hold
2,812
– – 0.11% 71
2021
Q2 		$256K Hold
2,812
– – 0.1% 68
2021
Q1 		$248K Buy
+2,812
New +$238K 0.11% 67

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 $374B AUM 17.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Personal Wealth Partners's IVOO Position: Q2 2022 in Review

Personal Wealth Partners sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2022, closing a stake of 2,812 shares — an estimated $256K sold.

Personal Wealth Partners first reported a position in IVOO in Q1 2021 and held it in 5 quarters. The position peaked at $269K in Q4 2021. 179 funds tracked by Wall St. Rank hold IVOO as of Q2 2022.

  • Personal Wealth Partners reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2022 after selling out during the quarter.
  • Personal Wealth Partners sold 2,812 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2022, an estimated $256K.
  • Personal Wealth Partners first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2021 and held it in 5 quarters.
  • Personal Wealth Partners's Vanguard S&P Mid-Cap 400 ETF position peaked at $269K in Q4 2021.
  • 179 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.