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Secure Asset Management’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Secure Asset Management’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
Q3 		– Sell
-4,250
Closed -$219K – 157
2020
Q2 		$219K Buy
+4,250
New +$205K 0.15% 144
2020
Q1 		– Sell
-4,930
Closed -$321K – 133
2019
Q4 		$321K Buy
+4,930
New +$312K 0.23% 108

Other funds holding IVOV

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Secure Asset Management's IVOV Position: Q3 2020 in Review

Secure Asset Management sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q3 2020, closing a stake of 4,250 shares — an estimated $219K sold.

Secure Asset Management first reported a position in IVOV in Q4 2019 and held it in 2 quarters. The position peaked at $321K in Q4 2019. 66 funds tracked by Wall St. Rank hold IVOV as of Q3 2020.

  • Secure Asset Management reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q3 2020 after selling out during the quarter.
  • Secure Asset Management sold 4,250 Vanguard S&P Mid-Cap 400 Value ETF shares in Q3 2020, an estimated $219K.
  • Secure Asset Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2019 and held it in 2 quarters.
  • Secure Asset Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $321K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2020.

Based on Secure Asset Management's 13F filing for Q3 2020, filed 20 Oct 2020.