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Salomon & Ludwin’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Salomon & Ludwin’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
2024
Q2 		– Sell
-638
Closed -$65.7K – 779
2024
Q1 		$65.7K Buy
+638
New +$61.2K 0.01% 311

Other funds holding IVOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Salomon & Ludwin's IVOO Position: Q2 2024 in Review

Salomon & Ludwin sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2024, closing a stake of 638 shares — an estimated $65.7K sold.

Salomon & Ludwin first reported a position in IVOO in Q1 2024 and held it in 1 quarter. The position peaked at $65.7K in Q1 2024. 234 funds tracked by Wall St. Rank hold IVOO as of Q2 2024.

  • Salomon & Ludwin reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 638 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2024, an estimated $65.7K.
  • Salomon & Ludwin first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2024 and held it in 1 quarter.
  • Salomon & Ludwin's Vanguard S&P Mid-Cap 400 ETF position peaked at $65.7K in Q1 2024.
  • 234 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2024.

Based on Salomon & Ludwin's 13F filing for Q2 2024, filed 25 Jul 2024.