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

IFG Advisory’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	-3,846	Closed	-$250K	–	392
2019 Q4	$250K	Buy	3,846 +6	+0.2%	+$379	0.05%	349
2019 Q3	$236K	Buy	+3,840	New	+$232K	0.05%	352

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

AWM

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

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

IFG Advisory's IVOV Position: Q1 2020 in Review

IFG Advisory sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2020, closing a stake of 3,846 shares — an estimated $250K sold.

IFG Advisory first reported a position in IVOV in Q3 2019 and held it in 2 quarters. The position peaked at $250K in Q4 2019. 64 funds tracked by Wall St. Rank hold IVOV as of Q1 2020.

IFG Advisory reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2020 after selling out during the quarter.
IFG Advisory sold 3,846 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2020, an estimated $250K.
IFG Advisory first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2019 and held it in 2 quarters.
IFG Advisory's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $250K 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 IFG Advisory's 13F filing for Q1 2020, filed 11 May 2020.