Essex Financial Services’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Essex Financial Services’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 Q1	–	Sell	-2,522	Closed	-$220K	–	547
2023 Q4	$220K	Buy	+2,522	New	+$200K	0.02%	462
2023 Q3	–	Sell	-2,522	Closed	-$208K	–	483
2023 Q2	$208K	Buy	+2,522	New	+$196K	0.02%	444
2022 Q2	–	Sell	-2,522	Closed	-$211K	–	500
2022 Q1	$211K	Buy	+2,522	New	+$207K	0.02%	468

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

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Essex Financial Services's IVOV Position: Q1 2024 in Review

Essex Financial Services sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2024, closing a stake of 2,522 shares — an estimated $220K sold.

Essex Financial Services first reported a position in IVOV in Q1 2022 and held it in 3 quarters. The position peaked at $220K in Q4 2023. 124 funds tracked by Wall St. Rank hold IVOV as of Q1 2024.

Essex Financial Services reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2024 after selling out during the quarter.
Essex Financial Services sold 2,522 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2024, an estimated $220K.
Essex Financial Services first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2022 and held it in 3 quarters.
Essex Financial Services's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $220K in Q4 2023.
124 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2024.

Based on Essex Financial Services's 13F filing for Q1 2024, filed 24 Apr 2024.