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AdvicePeriod’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

AdvicePeriod’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-6,440
Closed -$408K – 68
2018
Q1 		$408K Buy
+6,440
New +$415K 0.07% 62

Other funds holding IVOO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AdvicePeriod's IVOO Position: Q2 2018 in Review

AdvicePeriod sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2018, closing a stake of 6,440 shares — an estimated $408K sold.

AdvicePeriod first reported a position in IVOO in Q1 2018 and held it in 1 quarter. The position peaked at $408K in Q1 2018. 97 funds tracked by Wall St. Rank hold IVOO as of Q2 2018.

  • AdvicePeriod reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2018 after selling out during the quarter.
  • AdvicePeriod sold 6,440 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2018, an estimated $408K.
  • AdvicePeriod first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2018 and held it in 1 quarter.
  • AdvicePeriod's Vanguard S&P Mid-Cap 400 ETF position peaked at $408K in Q1 2018.
  • 97 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2018.

Based on AdvicePeriod's 13F filing for Q2 2018, filed 10 Aug 2018.