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

Calton & Associates’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
Q2 		– Sell
-5,572
Closed -$466K – 302
2022
Q1 		$466K Buy
+5,572
New +$458K 0.14% 175

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
RIG
Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 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
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 $1.49B AUM 10.4% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

Calton & Associates's IVOV Position: Q2 2022 in Review

Calton & Associates sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2022, closing a stake of 5,572 shares — an estimated $466K sold.

Calton & Associates first reported a position in IVOV in Q1 2022 and held it in 1 quarter. The position peaked at $466K in Q1 2022. 102 funds tracked by Wall St. Rank hold IVOV as of Q2 2022.

  • Calton & Associates reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Calton & Associates sold 5,572 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2022, an estimated $466K.
  • Calton & Associates first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2022 and held it in 1 quarter.
  • Calton & Associates's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $466K in Q1 2022.
  • 102 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2022.

Based on Calton & Associates's 13F filing for Q2 2022, filed 12 Jul 2022.