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

Phoenix Wealth 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
2021
Q4 		– Sell
-156
Closed -$14K – 238
2021
Q3 		$14K Hold
156
– – 0.01% 287
2021
Q2 		$14K Hold
156
– – 0.01% 280
2021
Q1 		$14K Hold
156
– – 0.01% 280
2020
Q4 		$12K Buy
+156
New +$11.1K 0.01% 291

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 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
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
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

Phoenix Wealth Advisors's IVOO Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2021, closing a stake of 156 shares — an estimated $14K sold.

Phoenix Wealth Advisors first reported a position in IVOO in Q4 2020 and held it in 4 quarters. The position peaked at $14K in Q3 2021. 180 funds tracked by Wall St. Rank hold IVOO as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 156 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2021, an estimated $14K.
  • Phoenix Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $14K in Q3 2021.
  • 180 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.