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Prime Capital Investment Advisors’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Prime Capital Investment Advisors’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
2020
Q1 		– Sell
-1,466
Closed -$95K – 545
2019
Q4 		$95K Buy
+1,466
New +$92.7K 0.01% 252

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
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Prime Capital Investment Advisors's IVOV Position: Q1 2020 in Review

Prime Capital Investment Advisors sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2020, closing a stake of 1,466 shares — an estimated $95K sold.

Prime Capital Investment Advisors first reported a position in IVOV in Q4 2019 and held it in 1 quarter. The position peaked at $95K in Q4 2019. 64 funds tracked by Wall St. Rank hold IVOV as of Q1 2020.

  • Prime Capital Investment Advisors reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 1,466 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2020, an estimated $95K.
  • Prime Capital Investment Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2019 and held it in 1 quarter.
  • Prime Capital Investment Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $95K in Q4 2019.
  • 64 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2020.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2020, filed 4 May 2020.