First Command Advisory Services’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

First Command Advisory 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
2022 Q3	–	Sell	-12	Closed	-$1K	–	99
2022 Q2	$1K	Buy	+12	New	+$936	﹤0.01%	49

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWM

Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

First Command Advisory Services's IVOV Position: Q3 2022 in Review

First Command Advisory Services sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q3 2022, closing a stake of 12 shares — an estimated $1K sold.

First Command Advisory Services first reported a position in IVOV in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 99 funds tracked by Wall St. Rank hold IVOV as of Q3 2022.

First Command Advisory Services reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q3 2022 after selling out during the quarter.
First Command Advisory Services sold 12 Vanguard S&P Mid-Cap 400 Value ETF shares in Q3 2022, an estimated $1K.
First Command Advisory Services first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2022 and held it in 1 quarter.
First Command Advisory Services's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $1K in Q2 2022.
99 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2022.

Based on First Command Advisory Services's 13F filing for Q3 2022, filed 24 Oct 2022.