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

Seneca House 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
2022 Q1	–	Sell	-2,158	Closed	-$207K	–	87
2021 Q4	$207K	Buy	+2,158	New	+$203K	0.11%	85
2019 Q4	–	Sell	-3,392	Closed	-$221K	–	88
2019 Q3	$221K	Hold	3,392	–	–	0.21%	80
2019 Q2	$222K	Sell	3,392 -700	-17%	-$45.3K	0.2%	86
2019 Q1	$262K	Buy	4,092 +6	+0.1%	+$374	0.23%	85
2018 Q4	$229K	Buy	4,086 +50	+1%	+$3.08K	0.22%	85
2018 Q3	$274K	Hold	4,036	–	–	0.21%	82
2018 Q2	$265K	Hold	4,036	–	–	0.22%	82
2018 Q1	$256K	Hold	4,036	–	–	0.21%	83
2017 Q4	$258K	Buy	+4,036	New	+$252K	0.22%	83

Other funds holding IVOO

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Seneca House Advisors's IVOO Position: Q1 2022 in Review

Seneca House Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2022, closing a stake of 2,158 shares — an estimated $207K sold.

Seneca House Advisors first reported a position in IVOO in Q4 2017 and held it in 9 quarters. The position peaked at $274K in Q3 2018. 180 funds tracked by Wall St. Rank hold IVOO as of Q1 2022.

Seneca House Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2022 after selling out during the quarter.
Seneca House Advisors sold 2,158 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2022, an estimated $207K.
Seneca House Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2017 and held it in 9 quarters.
Seneca House Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $274K in Q3 2018.
180 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2022.

Based on Seneca House Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.