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Advisornet Financial’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Advisornet Financial’s Portfolio IVOV Stock Details IVOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-410
Closed -$33K – 1941
2021
Q2 		$33K Hold
410
– – ﹤0.01% 1112
2021
Q1 		$32K Buy
+410
New +$29.9K ﹤0.01% 1060

Other funds holding IVOV

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisornet Financial's IVOV Position: Q3 2021 in Review

Advisornet Financial sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q3 2021, closing a stake of 410 shares — an estimated $33K sold.

Advisornet Financial first reported a position in IVOV in Q1 2021 and held it in 2 quarters. The position peaked at $33K in Q2 2021. 99 funds tracked by Wall St. Rank hold IVOV as of Q3 2021.

  • Advisornet Financial reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q3 2021 after selling out during the quarter.
  • Advisornet Financial sold 410 Vanguard S&P Mid-Cap 400 Value ETF shares in Q3 2021, an estimated $33K.
  • Advisornet Financial first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2021 and held it in 2 quarters.
  • Advisornet Financial's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $33K in Q2 2021.
  • 99 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2021.

Based on Advisornet Financial's 13F filing for Q3 2021, filed 15 Oct 2021.