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

Capital Performance 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
2024
Q4 		– Sell
-340
Closed -$32.5K – 1404
2024
Q3 		$32.5K Buy
+340
New +$31.2K 0.01% 467

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Capital Performance Advisors's IVOV Position: Q4 2024 in Review

Capital Performance Advisors sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2024, closing a stake of 340 shares — an estimated $32.5K sold.

Capital Performance Advisors first reported a position in IVOV in Q3 2024 and held it in 1 quarter. The position peaked at $32.5K in Q3 2024. 147 funds tracked by Wall St. Rank hold IVOV as of Q4 2024.

  • Capital Performance Advisors reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 340 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2024, an estimated $32.5K.
  • Capital Performance Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $32.5K in Q3 2024.
  • 147 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.