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

RVW Wealth’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
Q4 		– Sell
-150
Closed -$11.7K – 247
2023
Q3 		$11.7K Buy
+150
New +$12.3K ﹤0.01% 364

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RVW Wealth's IVOV Position: Q4 2023 in Review

RVW Wealth sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2023, closing a stake of 150 shares — an estimated $11.7K sold.

RVW Wealth first reported a position in IVOV in Q3 2023 and held it in 1 quarter. The position peaked at $11.7K in Q3 2023. 117 funds tracked by Wall St. Rank hold IVOV as of Q4 2023.

  • RVW Wealth reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q4 2023 after selling out during the quarter.
  • RVW Wealth sold 150 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2023, an estimated $11.7K.
  • RVW Wealth first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2023 and held it in 1 quarter.
  • RVW Wealth's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $11.7K in Q3 2023.
  • 117 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.