Hudock Inc’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Hudock Inc’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
2021 Q2	–	Sell	-34	Closed	-$2K	–	832
2021 Q1	$2K	Hold	34	–	–	﹤0.01%	734
2020 Q4	$2K	Buy	34 +2	+6%	+$122	﹤0.01%	694
2020 Q3	$1K	Hold	32	–	–	﹤0.01%	707
2020 Q2	$1K	Hold	32	–	–	﹤0.01%	687
2020 Q1	$1K	Hold	32	–	–	﹤0.01%	625
2019 Q4	$2K	Hold	32	–	–	﹤0.01%	594
2019 Q3	$2K	Hold	32	–	–	﹤0.01%	604
2019 Q2	$2K	Hold	32	–	–	﹤0.01%	604
2019 Q1	$1K	Sell	32 -60	-65%	-$3.54K	﹤0.01%	629
2018 Q4	$4K	Buy	92 +2	+2%	+$117	﹤0.01%	492
2018 Q3	$5K	Hold	90	–	–	﹤0.01%	514
2018 Q2	$5K	Hold	90	–	–	﹤0.01%	492
2018 Q1	$5K	Hold	90	–	–	﹤0.01%	492
2017 Q4	$5K	Hold	90	–	–	﹤0.01%	481
2017 Q3	$5K	Hold	90	–	–	﹤0.01%	482
2017 Q2	$5K	Hold	90	–	–	﹤0.01%	457
2017 Q1	$5K	Buy	+90	New	+$5.07K	﹤0.01%	442

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Hudock Inc's IVOV Position: Q2 2021 in Review

Hudock Inc sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2021, closing a stake of 34 shares — an estimated $2K sold.

Hudock Inc first reported a position in IVOV in Q1 2017 and held it in 17 quarters. The position peaked at $5K in Q3 2018. 99 funds tracked by Wall St. Rank hold IVOV as of Q2 2021.

Hudock Inc reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q2 2021 after selling out during the quarter.
Hudock Inc sold 34 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2021, an estimated $2K.
Hudock Inc first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2017 and held it in 17 quarters.
Hudock Inc's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $5K in Q3 2018.
99 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2021.

Based on Hudock Inc's 13F filing for Q2 2021, filed 9 Aug 2021.