Selective Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
Other funds holding IVOO
LMIM
MIH
KHLMVGHM
Selective Wealth Management's IVOO Position: Q4 2022 in Review
Selective Wealth Management sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2022, closing a stake of 564 shares — an estimated $42K sold.
Selective Wealth Management first reported a position in IVOO in Q2 2021 and held it in 6 quarters. The position peaked at $138K in Q4 2021. 189 funds tracked by Wall St. Rank hold IVOO as of Q4 2022.
- Selective Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2022 after selling out during the quarter.
- Selective Wealth Management sold 564 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2022, an estimated $42K.
- Selective Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2021 and held it in 6 quarters.
- Selective Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $138K in Q4 2021.
- 189 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2022.
Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.