Tranquility Partners’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Tranquility 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
2023 Q3	–	Sell	-3,024	Closed	-$268K	–	219
2023 Q2	$268K	Hold	3,024	–	–	0.12%	178
2023 Q1	$256K	Hold	3,024	–	–	0.12%	176
2022 Q4	$247K	Hold	3,024	–	–	0.13%	168
2022 Q3	$225K	Hold	3,024	–	–	0.13%	172
2022 Q2	$232K	Hold	3,024	–	–	0.12%	184
2022 Q1	$275K	Sell	3,024 -242	-7%	-$21.8K	0.13%	169
2021 Q4	$313K	Hold	3,266	–	–	0.14%	155
2021 Q3	$291K	Hold	3,266	–	–	0.15%	163
2021 Q2	$297K	Hold	3,266	–	–	0.17%	144
2021 Q1	$288K	Buy	+3,266	New	+$276K	0.18%	144

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 22.96% 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

Tranquility Partners's IVOO Position: Q3 2023 in Review

Tranquility Partners sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2023, closing a stake of 3,024 shares — an estimated $268K sold.

Tranquility Partners first reported a position in IVOO in Q1 2021 and held it in 10 quarters. The position peaked at $313K in Q4 2021. 198 funds tracked by Wall St. Rank hold IVOO as of Q3 2023.

Tranquility Partners reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2023 after selling out during the quarter.
Tranquility Partners sold 3,024 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2023, an estimated $268K.
Tranquility Partners first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2021 and held it in 10 quarters.
Tranquility Partners's Vanguard S&P Mid-Cap 400 ETF position peaked at $313K in Q4 2021.
198 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2023.

Based on Tranquility Partners's 13F filing for Q3 2023, filed 31 Oct 2023.