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

Alexandria Capital’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
2017 Q4	–	Sell	-454	Closed	-$27K	–	373
2017 Q3	$27K	Hold	454	–	–	0.01%	312
2017 Q2	$27K	Hold	454	–	–	0.01%	317
2017 Q1	$26K	Buy	454 +104	+30%	+$5.97K	0.01%	309
2016 Q4	$19K	Hold	350	–	–	﹤0.01%	352
2016 Q3	$18K	Buy	350 +126	+56%	+$6.57K	﹤0.01%	361
2016 Q2	$11K	Hold	224	–	–	﹤0.01%	396
2016 Q1	$11K	Hold	224	–	–	﹤0.01%	408
2015 Q4	$11K	Hold	224	–	–	﹤0.01%	435
2015 Q3	$10K	Hold	224	–	–	﹤0.01%	404
2015 Q2	$11K	Hold	224	–	–	﹤0.01%	411
2015 Q1	$11K	Hold	224	–	–	﹤0.01%	383
2014 Q4	$11K	Hold	224	–	–	﹤0.01%	350
2014 Q3	$10K	Hold	224	–	–	﹤0.01%	345
2014 Q2	$11K	Buy	+224	New	+$10.4K	﹤0.01%	347

Other funds holding IVOO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

RJA

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

Alexandria Capital's IVOO Position: Q4 2017 in Review

Alexandria Capital sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2017, closing a stake of 454 shares — an estimated $27K sold.

Alexandria Capital first reported a position in IVOO in Q2 2014 and held it in 14 quarters. The position peaked at $27K in Q3 2017. 87 funds tracked by Wall St. Rank hold IVOO as of Q4 2017.

Alexandria Capital reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2017 after selling out during the quarter.
Alexandria Capital sold 454 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2017, an estimated $27K.
Alexandria Capital first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2014 and held it in 14 quarters.
Alexandria Capital's Vanguard S&P Mid-Cap 400 ETF position peaked at $27K in Q3 2017.
87 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2017.

Based on Alexandria Capital's 13F filing for Q4 2017, filed 9 Feb 2018.