AIM
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Advantage Investment Management’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Advantage Investment Management’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
2019
Q2 		– Sell
-98
Closed -$6K – 945
2019
Q1 		$6K Hold
98
– – ﹤0.01% 734
2018
Q4 		$5K Buy
+98
New +$5.75K ﹤0.01% 790

Other funds holding IVOV

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advantage Investment Management's IVOV Position: Q2 2019 in Review

Advantage Investment Management sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2019, closing a stake of 98 shares — an estimated $6K sold.

Advantage Investment Management first reported a position in IVOV in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 74 funds tracked by Wall St. Rank hold IVOV as of Q2 2019.

  • Advantage Investment Management reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q2 2019 after selling out during the quarter.
  • Advantage Investment Management sold 98 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2019, an estimated $6K.
  • Advantage Investment Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2018 and held it in 2 quarters.
  • Advantage Investment Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $6K in Q1 2019.
  • 74 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2019.

Based on Advantage Investment Management's 13F filing for Q2 2019, filed 30 Jul 2019.