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

Amplius Wealth 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
Q1 		– Sell
-234
Closed -$19K – 532
2021
Q4 		$19K Buy
+234
New +$19.6K ﹤0.01% 477

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
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Amplius Wealth Advisors's IVOV Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2022, closing a stake of 234 shares — an estimated $19K sold.

Amplius Wealth Advisors first reported a position in IVOV in Q4 2021 and held it in 1 quarter. The position peaked at $19K in Q4 2021. 105 funds tracked by Wall St. Rank hold IVOV as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 234 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2022, an estimated $19K.
  • Amplius Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $19K in Q4 2021.
  • 105 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.