Round Table Services’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$360K Hold
4,822
0.07% 98
2022
Q2
$369K Buy
4,822
+2,144
+80% +$179K 0.07% 96
2022
Q1
$243K Buy
+2,678
New +$241K 0.04% 147

Other funds holding IVOO

Round Table Services's IVOO Position: Q3 2022 in Review

Round Table Services held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q3 2022 at 4,822 shares worth $360K. The position accounts for 0.07% of the portfolio, ranked #98.

Round Table Services first reported a position in IVOO in Q1 2022 and has held it in 3 quarters since. The position peaked at $369K in Q2 2022. 174 funds tracked by Wall St. Rank hold IVOO as of Q3 2022.

  • Round Table Services held 4,822 shares of Vanguard S&P Mid-Cap 400 ETF worth $360K as of Q3 2022.
  • Round Table Services left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q3 2022.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.07% of Round Table Services's portfolio in Q3 2022, its #98 holding.
  • Round Table Services first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2022 and has held it in 3 quarters since.
  • Round Table Services's Vanguard S&P Mid-Cap 400 ETF position peaked at $369K in Q2 2022.
  • 174 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2022.

Based on Round Table Services's 13F filing for Q3 2022, filed 25 Oct 2022.