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

Diversify Wealth 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
2024
Q3 		– Sell
-4,000
Closed -$349K – 482
2024
Q2 		$349K Buy
+4,000
New +$350K 0.04% 332

Other funds holding IVOV

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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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Diversify Wealth Management's IVOV Position: Q3 2024 in Review

Diversify Wealth Management sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q3 2024, closing a stake of 4,000 shares — an estimated $349K sold.

Diversify Wealth Management first reported a position in IVOV in Q2 2024 and held it in 1 quarter. The position peaked at $349K in Q2 2024. 138 funds tracked by Wall St. Rank hold IVOV as of Q3 2024.

  • Diversify Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Diversify Wealth Management sold 4,000 Vanguard S&P Mid-Cap 400 Value ETF shares in Q3 2024, an estimated $349K.
  • Diversify Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2024 and held it in 1 quarter.
  • Diversify Wealth Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $349K in Q2 2024.
  • 138 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2024.

Based on Diversify Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.