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

Financial Management Professionals’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
-964
Closed -$81K – 1030
2022
Q1 		$81K Sell
964
-2,058
-68% -$169K 0.02% 185
2021
Q4 		$255K Buy
+3,022
New +$254K 0.05% 83

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

Financial Management Professionals's IVOV Position: Q2 2022 in Review

Financial Management Professionals sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2022, closing a stake of 964 shares — an estimated $81K sold.

Financial Management Professionals first reported a position in IVOV in Q4 2021 and held it in 2 quarters. The position peaked at $255K in Q4 2021. 102 funds tracked by Wall St. Rank hold IVOV as of Q2 2022.

  • Financial Management Professionals reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Management Professionals sold 964 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2022, an estimated $81K.
  • Financial Management Professionals first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2021 and held it in 2 quarters.
  • Financial Management Professionals's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $255K in Q4 2021.
  • 102 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2022.

Based on Financial Management Professionals's 13F filing for Q2 2022, filed 12 Jul 2022.