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

Sowell Financial Services’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
2021
Q2 		– Sell
-120
Closed -$11K – 1623
2021
Q1 		$11K Buy
+120
New +$10.1K ﹤0.01% 2279

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Envestnet Asset Management
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B
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sowell Financial Services's IVOO Position: Q2 2021 in Review

Sowell Financial Services sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2021, closing a stake of 120 shares — an estimated $11K sold.

Sowell Financial Services first reported a position in IVOO in Q1 2021 and held it in 1 quarter. The position peaked at $11K in Q1 2021. 163 funds tracked by Wall St. Rank hold IVOO as of Q2 2021.

  • Sowell Financial Services reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 120 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2021, an estimated $11K.
  • Sowell Financial Services first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Vanguard S&P Mid-Cap 400 ETF position peaked at $11K in Q1 2021.
  • 163 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.