TCWA
IVOO icon

Ten Capital Wealth Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Ten Capital Wealth 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
2023
Q2 		– Sell
-84
Closed -$7.11K – 359
2023
Q1 		$7.11K Buy
+84
New +$7.24K ﹤0.01% 399

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ten Capital Wealth Advisors's IVOO Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2023, closing a stake of 84 shares — an estimated $7.11K sold.

Ten Capital Wealth Advisors first reported a position in IVOO in Q1 2023 and held it in 1 quarter. The position peaked at $7.11K in Q1 2023. 195 funds tracked by Wall St. Rank hold IVOO as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 84 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2023, an estimated $7.11K.
  • Ten Capital Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2023 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $7.11K in Q1 2023.
  • 195 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.