Wealth Enhancement Advisory Services
IVOV icon

Wealth Enhancement Advisory Services’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Wealth Enhancement Advisory 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
2026
Q2 		$4.2M Buy
37,120
+5,378
+17% +$586K 0.01% 1129
2026
Q1 		$3.26M Sell
31,742
-6,914
-18% -$727K 0.01% 1129
2025
Q4 		$4.05M Buy
38,656
+5,032
+15% +$508K 0.01% 1121
2025
Q3 		$3.39M Sell
33,624
-2,155
-6% -$213K 0.01% 1154
2025
Q2 		$3.53M Buy
35,779
+11,030
+45% +$999K 0.01% 1062
2025
Q1 		$2.28M Sell
24,749
-74,903
-75% -$7.19M ﹤0.01% 1180
2024
Q4 		$9.52M Buy
99,652
+10,047
+11% +$993K 0.02% 576
2024
Q3 		$8.58M Sell
89,605
-17
-0% -$1.56K 0.02% 559
2024
Q2 		$7.85M Sell
89,622
-3,995
-4% -$350K 0.02% 556
2024
Q1 		$8.5M Sell
93,617
-5,506
-6% -$474K 0.02% 521
2023
Q4 		$8.64M Buy
99,123
+82,956
+513% +$6.58M 0.03% 476
2023
Q3 		$1.26M Buy
+16,167
New +$1.33M ﹤0.01% 1008

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RT
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TPI
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SCM
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AWM
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AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return