TD Waterhouse Canada’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

TD Waterhouse Canada’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
2023 Q3	–	Sell	-335	Closed	-$29.7K	–	1760
2023 Q2	$29.7K	Sell	335 -1,079	-76%	-$90.9K	﹤0.01%	1051
2023 Q1	$120K	Buy	+1,414	New	+$122K	﹤0.01%	737
2022 Q3	–	Sell	-210	Closed	-$16.3K	–	1746
2022 Q2	$16.3K	Buy	+210	New	+$17.6K	﹤0.01%	1151

Other funds holding IVOO

LMIM

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

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

MIH

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

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

TD Waterhouse Canada's IVOO Position: Q3 2023 in Review

TD Waterhouse Canada sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2023, closing a stake of 335 shares — an estimated $29.7K sold.

TD Waterhouse Canada first reported a position in IVOO in Q2 2022 and held it in 3 quarters. The position peaked at $120K in Q1 2023. 198 funds tracked by Wall St. Rank hold IVOO as of Q3 2023.

TD Waterhouse Canada reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2023 after selling out during the quarter.
TD Waterhouse Canada sold 335 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2023, an estimated $29.7K.
TD Waterhouse Canada first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2022 and held it in 3 quarters.
TD Waterhouse Canada's Vanguard S&P Mid-Cap 400 ETF position peaked at $120K in Q1 2023.
198 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2023.

Based on TD Waterhouse Canada's 13F filing for Q3 2023, filed 13 Nov 2023.