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

Bay Colony 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
2018
Q3 		– Sell
-30
Closed -$2K – 549
2018
Q2 		$2K Buy
+30
New +$1.83K ﹤0.01% 865

Other funds holding IVOV

LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bay Colony Advisors's IVOV Position: Q3 2018 in Review

Bay Colony Advisors sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q3 2018, closing a stake of 30 shares — an estimated $2K sold.

Bay Colony Advisors first reported a position in IVOV in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 59 funds tracked by Wall St. Rank hold IVOV as of Q3 2018.

  • Bay Colony Advisors reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 30 Vanguard S&P Mid-Cap 400 Value ETF shares in Q3 2018, an estimated $2K.
  • Bay Colony Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $2K in Q2 2018.
  • 59 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.