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

WestHill Financial 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 Q4	–	Sell	-1,648	Closed	-$139K	–	91
2023 Q3	$139K	Buy	1,648 +124	+8%	+$11K	0.04%	71
2023 Q2	$135K	Hold	1,524	–	–	0.04%	69
2023 Q1	$129K	Sell	1,524 -32	-2%	-$2.76K	0.04%	71
2022 Q4	$127K	Hold	1,556	–	–	0.04%	73
2022 Q3	$116K	Hold	1,556	–	–	0.04%	67
2022 Q2	$119K	Hold	1,556	–	–	0.04%	71
2022 Q1	$141K	Sell	1,556 -662	-30%	-$59.6K	0.04%	76
2021 Q4	$212K	Hold	2,218	–	–	0.06%	72
2021 Q3	$198K	Buy	+2,218	New	+$202K	0.06%	61
2021 Q1	$218K	Sell	2,476 -58	-2%	-$4.9K	0.08%	49
2020 Q4	$197K	Buy	+2,534	New	+$181K	0.08%	50

Other funds holding IVOO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 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 22.9% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

WestHill Financial Advisors's IVOO Position: Q4 2023 in Review

WestHill Financial Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2023, closing a stake of 1,648 shares — an estimated $139K sold.

WestHill Financial Advisors first reported a position in IVOO in Q4 2020 and held it in 11 quarters. The position peaked at $218K in Q1 2021. 221 funds tracked by Wall St. Rank hold IVOO as of Q4 2023.

WestHill Financial Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 1,648 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2023, an estimated $139K.
WestHill Financial Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2020 and held it in 11 quarters.
WestHill Financial Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $218K in Q1 2021.
221 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.