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

Key Financial 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
2023
Q1 		– Sell
-2,326
Closed -$161K – 1189
2022
Q4 		$161K Hold
2,326
– – 0.08% 185
2022
Q3 		$161K Hold
2,326
– – 0.08% 187
2022
Q2 		$170K Hold
2,326
– – 0.09% 168
2022
Q1 		$195K Hold
2,326
– – 0.1% 166
2021
Q4 		$196K Hold
2,326
– – 0.1% 155
2021
Q3 		$185K Hold
2,326
– – 0.1% 157
2021
Q2 		$188K Hold
2,326
– – 0.11% 159
2021
Q1 		$182K Hold
2,326
– – 0.12% 147
2020
Q4 		$153K Buy
+2,326
New +$142K 0.11% 143
2020
Q2 		– Sell
-2,326
Closed -$99K – 363
2020
Q1 		$99K Buy
+2,326
New +$133K 0.1% 157

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
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
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Key Financial Inc's IVOV Position: Q1 2023 in Review

Key Financial Inc sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2023, closing a stake of 2,326 shares — an estimated $161K sold.

Key Financial Inc first reported a position in IVOV in Q1 2020 and held it in 10 quarters. The position peaked at $196K in Q4 2021. 106 funds tracked by Wall St. Rank hold IVOV as of Q1 2023.

  • Key Financial Inc reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Key Financial Inc sold 2,326 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2023, an estimated $161K.
  • Key Financial Inc first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2020 and held it in 10 quarters.
  • Key Financial Inc's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $196K in Q4 2021.
  • 106 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.