LWM
IVOV icon

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

Liberty 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
Q4 		– Sell
-232
Closed -$18K – 639
2021
Q3 		$18K Buy
+232
New +$18.7K 0.01% 679

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

Liberty Wealth Management's IVOV Position: Q4 2021 in Review

Liberty Wealth Management sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2021, closing a stake of 232 shares — an estimated $18K sold.

Liberty Wealth Management first reported a position in IVOV in Q3 2021 and held it in 1 quarter. The position peaked at $18K in Q3 2021. 100 funds tracked by Wall St. Rank hold IVOV as of Q4 2021.

  • Liberty Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 232 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2021, an estimated $18K.
  • Liberty Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2021 and held it in 1 quarter.
  • Liberty Wealth Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $18K in Q3 2021.
  • 100 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.