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

Baldwin Wealth Partners’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
2023
Q3 		– Sell
-102
Closed -$8.4K – 765
2023
Q2 		$8.4K Hold
102
– – ﹤0.01% 604
2023
Q1 		$8.02K Hold
102
– – ﹤0.01% 636
2022
Q4 		$7.82K Buy
+102
New +$7.86K ﹤0.01% 629

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RJFSA
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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
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baldwin Wealth Partners's IVOV Position: Q3 2023 in Review

Baldwin Wealth Partners sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q3 2023, closing a stake of 102 shares — an estimated $8.4K sold.

Baldwin Wealth Partners first reported a position in IVOV in Q4 2022 and held it in 3 quarters. The position peaked at $8.4K in Q2 2023. 107 funds tracked by Wall St. Rank hold IVOV as of Q3 2023.

  • Baldwin Wealth Partners reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q3 2023 after selling out during the quarter.
  • Baldwin Wealth Partners sold 102 Vanguard S&P Mid-Cap 400 Value ETF shares in Q3 2023, an estimated $8.4K.
  • Baldwin Wealth Partners first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2022 and held it in 3 quarters.
  • Baldwin Wealth Partners's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $8.4K in Q2 2023.
  • 107 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2023.

Based on Baldwin Wealth Partners's 13F filing for Q3 2023, filed 10 Oct 2023.