SFS
IVOV icon

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

Sowell Financial Services’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
Q2 		– Sell
-300
Closed -$25K – 1624
2021
Q1 		$25K Buy
+300
New +$21.8K ﹤0.01% 1956

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RJFSA
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RJA
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LFS
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Morgan Stanley
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SCM
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UBS Group
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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Sowell Financial Services's IVOV Position: Q2 2021 in Review

Sowell Financial Services sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2021, closing a stake of 300 shares — an estimated $25K sold.

Sowell Financial Services first reported a position in IVOV in Q1 2021 and held it in 1 quarter. The position peaked at $25K in Q1 2021. 99 funds tracked by Wall St. Rank hold IVOV as of Q2 2021.

  • Sowell Financial Services reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 300 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2021, an estimated $25K.
  • Sowell Financial Services first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $25K in Q1 2021.
  • 99 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.