SWP
IVOV icon

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

Strategic Wealth Partners’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
2019
Q4 		– Sell
-76
Closed -$4 – 313
2019
Q3 		$4 Hold
76
– – ﹤0.01% 658
2019
Q2 		$4K Buy
+76
New +$4.61K ﹤0.01% 661

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
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
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Wealth Partners's IVOV Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2019, closing a stake of 76 shares — an estimated $4 sold.

Strategic Wealth Partners first reported a position in IVOV in Q2 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 71 funds tracked by Wall St. Rank hold IVOV as of Q4 2019.

  • Strategic Wealth Partners reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 76 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2019, an estimated $4.
  • Strategic Wealth Partners first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2019 and held it in 2 quarters.
  • Strategic Wealth Partners's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $4K in Q2 2019.
  • 71 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.