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

TrustCore 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
2020
Q3 		– Sell
-14
Closed -$1K – 882
2020
Q2 		$1K Hold
14
– – ﹤0.01% 844
2020
Q1 		$1K Hold
14
– – ﹤0.01% 829
2019
Q4 		$1K Hold
14
– – ﹤0.01% 854
2019
Q3 		$1K Hold
14
– – ﹤0.01% 905
2019
Q2 		$1K Buy
+14
New +$906 ﹤0.01% 871

Other funds holding IVOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TrustCore Financial Services's IVOO Position: Q3 2020 in Review

TrustCore Financial Services sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2020, closing a stake of 14 shares — an estimated $1K sold.

TrustCore Financial Services first reported a position in IVOO in Q2 2019 and held it in 5 quarters. The position peaked at $1K in Q2 2020. 130 funds tracked by Wall St. Rank hold IVOO as of Q3 2020.

  • TrustCore Financial Services reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2020 after selling out during the quarter.
  • TrustCore Financial Services sold 14 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2020, an estimated $1K.
  • TrustCore Financial Services first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2019 and held it in 5 quarters.
  • TrustCore Financial Services's Vanguard S&P Mid-Cap 400 ETF position peaked at $1K in Q2 2020.
  • 130 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2020.

Based on TrustCore Financial Services's 13F filing for Q3 2020, filed 2 Nov 2020.