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Keebeck Wealth Management’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Keebeck Wealth Management’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
Q3 		– Sell
-12,140
Closed -$978K – 231
2021
Q2 		$978K Buy
+12,140
New +$993K 0.14% 122

Other funds holding IVOV

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
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
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Keebeck Wealth Management's IVOV Position: Q3 2021 in Review

Keebeck Wealth Management sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q3 2021, closing a stake of 12,140 shares — an estimated $978K sold.

Keebeck Wealth Management first reported a position in IVOV in Q2 2021 and held it in 1 quarter. The position peaked at $978K in Q2 2021. 99 funds tracked by Wall St. Rank hold IVOV as of Q3 2021.

  • Keebeck Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q3 2021 after selling out during the quarter.
  • Keebeck Wealth Management sold 12,140 Vanguard S&P Mid-Cap 400 Value ETF shares in Q3 2021, an estimated $978K.
  • Keebeck Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2021 and held it in 1 quarter.
  • Keebeck Wealth Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $978K in Q2 2021.
  • 99 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2021.

Based on Keebeck Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.