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

Stratos Wealth 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
2023
Q4 		– Sell
-3,109
Closed -$242K – 712
2023
Q3 		$242K Buy
3,109
+4
+0.1% +$328 0.02% 578
2023
Q2 		$256K Buy
3,105
+413
+15% +$32.1K 0.02% 551
2023
Q1 		$212K Buy
+2,692
New +$219K 0.02% 567

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

Stratos Wealth Advisors's IVOV Position: Q4 2023 in Review

Stratos Wealth Advisors sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2023, closing a stake of 3,109 shares — an estimated $242K sold.

Stratos Wealth Advisors first reported a position in IVOV in Q1 2023 and held it in 3 quarters. The position peaked at $256K in Q2 2023. 117 funds tracked by Wall St. Rank hold IVOV as of Q4 2023.

  • Stratos Wealth Advisors reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q4 2023 after selling out during the quarter.
  • Stratos Wealth Advisors sold 3,109 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2023, an estimated $242K.
  • Stratos Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2023 and held it in 3 quarters.
  • Stratos Wealth Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $256K in Q2 2023.
  • 117 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2023.

Based on Stratos Wealth Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.