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

Wealthcare Advisory 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
2021 Q2	–	Sell	-482	Closed	-$43K	–	1208
2021 Q1	$43K	Buy	+482	New	+$40.7K	﹤0.01%	926
2020 Q2	–	Sell	-478	Closed	-$23K	–	862
2020 Q1	$23K	Hold	478	–	–	﹤0.01%	698
2019 Q4	$33K	Buy	478 +4	+0.8%	+$268	﹤0.01%	637
2019 Q3	$31K	Buy	+474	New	+$30.8K	﹤0.01%	642

Other funds holding IVOO

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthcare Advisory Partners's IVOO Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2021, closing a stake of 482 shares — an estimated $43K sold.

Wealthcare Advisory Partners first reported a position in IVOO in Q3 2019 and held it in 4 quarters. The position peaked at $43K in Q1 2021. 163 funds tracked by Wall St. Rank hold IVOO as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 482 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2021, an estimated $43K.
Wealthcare Advisory Partners first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2019 and held it in 4 quarters.
Wealthcare Advisory Partners's Vanguard S&P Mid-Cap 400 ETF position peaked at $43K in Q1 2021.
163 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.