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

WestHill Financial 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 Q1	–	Sell	-52	Closed	-$3.99K	–	120
2022 Q4	$3.99K	Hold	52	–	–	﹤0.01%	114
2022 Q3	$4K	Sell	52 -38	-42%	-$2.9K	﹤0.01%	105
2022 Q2	$7K	Hold	90	–	–	﹤0.01%	102
2022 Q1	$8K	Sell	90 -24	-21%	-$1.97K	﹤0.01%	109
2021 Q4	$10K	Hold	114	–	–	﹤0.01%	109
2021 Q3	$9K	Buy	+114	New	+$9.2K	﹤0.01%	94
2021 Q1	$13K	Hold	164	–	–	﹤0.01%	76
2020 Q4	$11K	Buy	+164	New	+$9.99K	﹤0.01%	75

Other funds holding IVOV

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WestHill Financial Advisors's IVOV Position: Q1 2023 in Review

WestHill Financial Advisors sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2023, closing a stake of 52 shares — an estimated $3.99K sold.

WestHill Financial Advisors first reported a position in IVOV in Q4 2020 and held it in 8 quarters. The position peaked at $13K in Q1 2021. 106 funds tracked by Wall St. Rank hold IVOV as of Q1 2023.

WestHill Financial Advisors reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2023 after selling out during the quarter.
WestHill Financial Advisors sold 52 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2023, an estimated $3.99K.
WestHill Financial Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 8 quarters.
WestHill Financial Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $13K in Q1 2021.
106 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2023.

Based on WestHill Financial Advisors's 13F filing for Q1 2023, filed 11 May 2023.