Castle Wealth Management LLC Reduces Stock Position in Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO)

Castle Wealth Management LLC lessened its holdings in Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO) by 5.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 5,975 shares of the company’s stock after selling 360 shares during the quarter. Castle Wealth Management LLC’s holdings in Vanguard S&P Mid-Cap 400 ETF were worth $630,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of IVOO. FSA Wealth Management LLC purchased a new position in Vanguard S&P Mid-Cap 400 ETF in the third quarter valued at $99,000. Independence Bank of Kentucky purchased a new position in Vanguard S&P Mid-Cap 400 ETF in the fourth quarter valued at $100,000. LJI Wealth Management LLC purchased a new position in Vanguard S&P Mid-Cap 400 ETF in the third quarter valued at $201,000. Pachira Investments Inc. purchased a new position in Vanguard S&P Mid-Cap 400 ETF in the fourth quarter valued at $202,000. Finally, OneDigital Investment Advisors LLC purchased a new position in Vanguard S&P Mid-Cap 400 ETF in the third quarter valued at $205,000.

Vanguard S&P Mid-Cap 400 ETF Price Performance

NYSEARCA:IVOO opened at $107.38 on Thursday. The firm has a market capitalization of $2.11 billion, a PE ratio of 7.55 and a beta of 1.11. The business’s fifty day moving average price is $108.64 and its 200 day moving average price is $106.64. Vanguard S&P Mid-Cap 400 ETF has a 12 month low of $92.80 and a 12 month high of $115.71.

Vanguard S&P Mid-Cap 400 ETF Profile

The Vanguard S&P Mid-Cap 400 ETF (IVOO) is an exchange-traded fund that is based on the S&P Mid Cap 400 index. The fund tracks a market cap-weighted index of mid-cap US companies. IVOO was launched on Sep 9, 2010 and is managed by Vanguard.