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Blume Capital Management’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Blume Capital 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
2017
Q3 		– Sell
-630
Closed -$36K – 242
2017
Q2 		$36K Buy
+630
New +$35.5K 0.02% 118

Other funds holding IVOV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blume Capital Management's IVOV Position: Q3 2017 in Review

Blume Capital Management sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q3 2017, closing a stake of 630 shares — an estimated $36K sold.

Blume Capital Management first reported a position in IVOV in Q2 2017 and held it in 1 quarter. The position peaked at $36K in Q2 2017. 53 funds tracked by Wall St. Rank hold IVOV as of Q3 2017.

  • Blume Capital Management reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q3 2017 after selling out during the quarter.
  • Blume Capital Management sold 630 Vanguard S&P Mid-Cap 400 Value ETF shares in Q3 2017, an estimated $36K.
  • Blume Capital Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2017 and held it in 1 quarter.
  • Blume Capital Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $36K in Q2 2017.
  • 53 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2017.

Based on Blume Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.