Integrated Advisors Network’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Integrated Advisors Network’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,725	Closed	-$236K	–	611
2021 Q1	$236K	Buy	+1,725	New	+$224K	0.02%	485

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

HCM

HM Capital Management Clayton, Missouri $167M AUM 9.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Integrated Advisors Network's VOOV Position: Q2 2021 in Review

Integrated Advisors Network sold out of Vanguard S&P 500 Value ETF (VOOV) in Q2 2021, closing a stake of 1,725 shares — an estimated $236K sold.

Integrated Advisors Network first reported a position in VOOV in Q1 2021 and held it in 1 quarter. The position peaked at $236K in Q1 2021. 189 funds tracked by Wall St. Rank hold VOOV as of Q2 2021.

Integrated Advisors Network reported no remaining Vanguard S&P 500 Value ETF position as of Q2 2021 after selling out during the quarter.
Integrated Advisors Network sold 1,725 Vanguard S&P 500 Value ETF shares in Q2 2021, an estimated $236K.
Integrated Advisors Network first reported a position in Vanguard S&P 500 Value ETF in Q1 2021 and held it in 1 quarter.
Integrated Advisors Network's Vanguard S&P 500 Value ETF position peaked at $236K in Q1 2021.
189 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2021.

Based on Integrated Advisors Network's 13F filing for Q2 2021, filed 6 Aug 2021.