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

LVZ 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
2021
Q2 		– Sell
-2,640
Closed -$206K – 114
2021
Q1 		$206K Buy
+2,640
New +$192K 0.03% 102

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LVZ Inc's IVOV Position: Q2 2021 in Review

LVZ Inc sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2021, closing a stake of 2,640 shares — an estimated $206K sold.

LVZ Inc first reported a position in IVOV in Q1 2021 and held it in 1 quarter. The position peaked at $206K in Q1 2021. 99 funds tracked by Wall St. Rank hold IVOV as of Q2 2021.

  • LVZ Inc reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q2 2021 after selling out during the quarter.
  • LVZ Inc sold 2,640 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2021, an estimated $206K.
  • LVZ Inc first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2021 and held it in 1 quarter.
  • LVZ Inc's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $206K in Q1 2021.
  • 99 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2021.

Based on LVZ Inc's 13F filing for Q2 2021, filed 16 Jul 2021.