Wedmont Private Capital’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,715
Closed -$208K 581
2023
Q3
$208K Sell
2,715
-94
-3% -$7.72K 0.02% 468
2023
Q2
$236K Buy
+2,809
New +$219K 0.03% 437

Other funds holding IVOV

Wedmont Private Capital's IVOV Position: Q4 2023 in Review

Wedmont Private Capital sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2023, closing a stake of 2,715 shares — an estimated $208K sold.

Wedmont Private Capital first reported a position in IVOV in Q2 2023 and held it in 2 quarters. The position peaked at $236K in Q2 2023. 117 funds tracked by Wall St. Rank hold IVOV as of Q4 2023.

  • Wedmont Private Capital reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q4 2023 after selling out during the quarter.
  • Wedmont Private Capital sold 2,715 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2023, an estimated $208K.
  • Wedmont Private Capital first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2023 and held it in 2 quarters.
  • Wedmont Private Capital's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $236K 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 Wedmont Private Capital's 13F filing for Q4 2023, filed 9 Jan 2024.