American Portfolios Advisors’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

American Portfolios Advisors’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
2022 Q3	$62.9K	Hold	908	–	–	﹤0.01%	1578
2022 Q2	$65.6K	Hold	908	–	–	﹤0.01%	1617
2022 Q1	$76K	Hold	908	–	–	﹤0.01%	1669
2021 Q4	$76.5K	Sell	908 -8	-0.9%	-$672	﹤0.01%	1658
2021 Q3	$73K	Hold	916	–	–	﹤0.01%	1587
2021 Q2	$74.2K	Buy	916 +26	+3%	+$2.13K	﹤0.01%	1528
2021 Q1	$69.6K	Hold	890	–	–	﹤0.01%	1461
2020 Q4	$58.7K	Buy	890 +20	+2%	+$1.22K	﹤0.01%	1358
2020 Q3	$45.6K	Buy	870 +70	+9%	+$3.74K	﹤0.01%	1349
2020 Q2	$41.1K	Hold	800	–	–	﹤0.01%	1354
2020 Q1	$33.7K	Hold	800	–	–	﹤0.01%	1332
2019 Q4	$52K	Hold	800	–	–	﹤0.01%	1332
2019 Q3	$49.4K	Hold	800	–	–	﹤0.01%	1290
2019 Q2	$49.2K	Hold	800	–	–	﹤0.01%	1281
2019 Q1	$48K	Hold	800	–	–	﹤0.01%	1221
2018 Q4	$42.1K	Hold	800	–	–	0.01%	1090
2018 Q3	$51.5K	Hold	800	–	–	0.01%	1094
2018 Q2	$49.7K	Hold	800	–	–	0.01%	1070
2018 Q1	$47.2K	Buy	+800	New	+$48.2K	0.01%	1043

Other funds holding IVOV

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

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

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

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 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 $1.64B AUM 15.04% 1-Year Est. Return

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

AWM

Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

American Portfolios Advisors's IVOV Position: Q3 2022 in Review

American Portfolios Advisors held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q3 2022 at 908 shares worth $62.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

American Portfolios Advisors first reported a position in IVOV in Q1 2018 and has held it in 19 quarters since. The position peaked at $76.5K in Q4 2021. 99 funds tracked by Wall St. Rank hold IVOV as of Q3 2022.

American Portfolios Advisors held 908 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $62.9K as of Q3 2022.
American Portfolios Advisors left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2022.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1578 holding.
American Portfolios Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2018 and has held it in 19 quarters since.
American Portfolios Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $76.5K in Q4 2021.
99 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.