Belpointe Asset Management’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Belpointe Asset Management’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 Q1	–	Sell	-56	Closed	-$4.3K	–	3794
2022 Q4	$4.3K	Buy	+56	New	+$4.32K	﹤0.01%	2987
2022 Q2	–	Sell	-1,230	Closed	-$103K	–	1201
2022 Q1	$103K	Hold	1,230	–	–	0.01%	1205
2021 Q4	$104K	Buy	+1,230	New	+$103K	0.01%	1173
2021 Q3	–	Sell	-1,230	Closed	-$100K	–	1216
2021 Q2	$100K	Buy	+1,230	New	+$101K	0.01%	1128

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Belpointe Asset Management's IVOV Position: Q1 2023 in Review

Belpointe Asset Management sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2023, closing a stake of 56 shares — an estimated $4.3K sold.

Belpointe Asset Management first reported a position in IVOV in Q2 2021 and held it in 4 quarters. The position peaked at $104K in Q4 2021. 106 funds tracked by Wall St. Rank hold IVOV as of Q1 2023.

Belpointe Asset Management reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2023 after selling out during the quarter.
Belpointe Asset Management sold 56 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2023, an estimated $4.3K.
Belpointe Asset Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2021 and held it in 4 quarters.
Belpointe Asset Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $104K in Q4 2021.
106 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.