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Tennessee Valley Asset Management Partners’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Tennessee Valley Asset Management Partners’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
2024
Q1 		– Sell
-230
Closed -$21.6K – 418
2023
Q4 		$21.6K Buy
+230
New +$19.8K ﹤0.01% 333

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LMIM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM

Tennessee Valley Asset Management Partners's IVOO Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2024, closing a stake of 230 shares — an estimated $21.6K sold.

Tennessee Valley Asset Management Partners first reported a position in IVOO in Q4 2023 and held it in 1 quarter. The position peaked at $21.6K in Q4 2023. 233 funds tracked by Wall St. Rank hold IVOO as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 230 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2024, an estimated $21.6K.
  • Tennessee Valley Asset Management Partners first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's Vanguard S&P Mid-Cap 400 ETF position peaked at $21.6K in Q4 2023.
  • 233 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.