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TS Financial Group (TSFG)’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

TS Financial Group (TSFG)’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
Q2 		– Sell
-30
Closed -$1K – 871
2020
Q1 		$1K Hold
30
– – ﹤0.01% 720
2019
Q4 		$2K Hold
30
– – ﹤0.01% 624
2019
Q3 		$2K Hold
30
– – ﹤0.01% 642
2019
Q2 		$2K Hold
30
– – ﹤0.01% 618
2019
Q1 		$2K Buy
+30
New +$1.77K ﹤0.01% 589

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TS Financial Group (TSFG)'s IVOV Position: Q2 2020 in Review

TS Financial Group (TSFG) sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2020, closing a stake of 30 shares — an estimated $1K sold.

TS Financial Group (TSFG) first reported a position in IVOV in Q1 2019 and held it in 5 quarters. The position peaked at $2K in Q4 2019. 62 funds tracked by Wall St. Rank hold IVOV as of Q2 2020.

  • TS Financial Group (TSFG) reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q2 2020 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 30 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2020, an estimated $1K.
  • TS Financial Group (TSFG) first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2019 and held it in 5 quarters.
  • TS Financial Group (TSFG)'s Vanguard S&P Mid-Cap 400 Value ETF position peaked at $2K in Q4 2019.
  • 62 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2020.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2020, filed 7 Jul 2020.