Semmax Financial Advisors’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Semmax Financial 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
2021 Q4	–	Sell	-166	Closed	-$13K	–	274
2021 Q3	$13K	Hold	166	–	–	﹤0.01%	167
2021 Q2	$13K	Hold	166	–	–	﹤0.01%	167
2021 Q1	$13K	Buy	+166	New	+$12.1K	﹤0.01%	181

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Semmax Financial Advisors's IVOV Position: Q4 2021 in Review

Semmax Financial Advisors sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2021, closing a stake of 166 shares — an estimated $13K sold.

Semmax Financial Advisors first reported a position in IVOV in Q1 2021 and held it in 3 quarters. The position peaked at $13K in Q3 2021. 100 funds tracked by Wall St. Rank hold IVOV as of Q4 2021.

Semmax Financial Advisors reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q4 2021 after selling out during the quarter.
Semmax Financial Advisors sold 166 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2021, an estimated $13K.
Semmax Financial Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2021 and held it in 3 quarters.
Semmax Financial Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $13K in Q3 2021.
100 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2021.

Based on Semmax Financial Advisors's 13F filing for Q4 2021, filed 1 Mar 2022.