Householder Group Estate & Retirement Specialist’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023 Q4	–	Sell	-240	Closed	-$18.7K	–	1241
2023 Q3	$18.7K	Buy	+240	New	+$19.7K	0.01%	656
2023 Q1	$19K	Buy	+240	New	+$19.5K	0.01%	643
2022 Q4	–	Sell	-240	Closed	-$16K	–	713
2022 Q3	$16K	Buy	+240	New	+$18.3K	0.01%	625

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

AWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's IVOV Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2023, closing a stake of 240 shares — an estimated $18.7K sold.

Householder Group Estate & Retirement Specialist first reported a position in IVOV in Q3 2022 and held it in 3 quarters. The position peaked at $19K in Q1 2023. 117 funds tracked by Wall St. Rank hold IVOV as of Q4 2023.

Householder Group Estate & Retirement Specialist reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q4 2023 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 240 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2023, an estimated $18.7K.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2022 and held it in 3 quarters.
Householder Group Estate & Retirement Specialist's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $19K in Q1 2023.
117 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.