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

FAS Wealth Partners’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
2020
Q1 		– Sell
-180
Closed -$12K – 307
2019
Q4 		$12K Buy
+180
New +$11.4K ﹤0.01% 268

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LFS
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RJA
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Bank of America
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Royal Bank of Canada
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RRC
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FAS Wealth Partners's IVOV Position: Q1 2020 in Review

FAS Wealth Partners sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2020, closing a stake of 180 shares — an estimated $12K sold.

FAS Wealth Partners first reported a position in IVOV in Q4 2019 and held it in 1 quarter. The position peaked at $12K in Q4 2019. 64 funds tracked by Wall St. Rank hold IVOV as of Q1 2020.

  • FAS Wealth Partners reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2020 after selling out during the quarter.
  • FAS Wealth Partners sold 180 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2020, an estimated $12K.
  • FAS Wealth Partners first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2019 and held it in 1 quarter.
  • FAS Wealth Partners's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $12K in Q4 2019.
  • 64 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2020.

Based on FAS Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.