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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 $2.73B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return