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

Private Capital Group’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
2022 Q2	–	Sell	-892	Closed	-$75K	–	1993
2022 Q1	$75K	Hold	892	–	–	0.02%	497
2021 Q4	$75K	Hold	892	–	–	0.02%	522
2021 Q3	$71K	Hold	892	–	–	0.02%	538
2021 Q2	$72K	Hold	892	–	–	0.02%	528
2021 Q1	$70K	Hold	892	–	–	0.02%	503
2020 Q4	$59K	Hold	892	–	–	0.01%	704
2020 Q3	$47K	Hold	892	–	–	0.01%	749
2020 Q2	$46K	Hold	892	–	–	0.01%	756
2020 Q1	$38K	Hold	892	–	–	0.01%	759
2019 Q4	$58K	Hold	892	–	–	0.01%	664
2019 Q3	$55K	Buy	+892	New	+$53.9K	0.01%	730
2019 Q2	–	Sell	-892	Closed	-$53K	–	2316
2019 Q1	$53K	Buy	+892	New	+$52.6K	0.01%	741

Other funds holding IVOV

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIG

Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

AWM

Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

Private Capital Group's IVOV Position: Q2 2022 in Review

Private Capital Group sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2022, closing a stake of 892 shares — an estimated $75K sold.

Private Capital Group first reported a position in IVOV in Q1 2019 and held it in 12 quarters. The position peaked at $75K in Q1 2022. 102 funds tracked by Wall St. Rank hold IVOV as of Q2 2022.

Private Capital Group reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 892 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2022, an estimated $75K.
Private Capital Group first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2019 and held it in 12 quarters.
Private Capital Group's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $75K in Q1 2022.
102 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.