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Money Concepts Capital’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Money Concepts Capital’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
-362
Closed -$27.8K – 1723
2022
Q4 		$27.8K Buy
+362
New +$27.9K ﹤0.01% 1509
2022
Q2 		– Sell
-362
Closed -$30K – 2054
2022
Q1 		$30K Buy
+362
New +$29.8K ﹤0.01% 1430

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

Money Concepts Capital's IVOV Position: Q1 2023 in Review

Money Concepts Capital sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2023, closing a stake of 362 shares — an estimated $27.8K sold.

Money Concepts Capital first reported a position in IVOV in Q1 2022 and held it in 2 quarters. The position peaked at $30K in Q1 2022. 106 funds tracked by Wall St. Rank hold IVOV as of Q1 2023.

  • Money Concepts Capital reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 362 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2023, an estimated $27.8K.
  • Money Concepts Capital first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $30K in Q1 2022.
  • 106 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.