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Braun-Bostich & Associates’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Braun-Bostich & Associates’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
Q1 		– Sell
-572
Closed -$37K – 324
2017
Q4 		$37K Buy
+572
New +$35.7K 0.03% 194

Other funds holding IVOO

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Braun-Bostich & Associates's IVOO Position: Q1 2018 in Review

Braun-Bostich & Associates sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2018, closing a stake of 572 shares — an estimated $37K sold.

Braun-Bostich & Associates first reported a position in IVOO in Q4 2017 and held it in 1 quarter. The position peaked at $37K in Q4 2017. 103 funds tracked by Wall St. Rank hold IVOO as of Q1 2018.

  • Braun-Bostich & Associates reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2018 after selling out during the quarter.
  • Braun-Bostich & Associates sold 572 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2018, an estimated $37K.
  • Braun-Bostich & Associates first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2017 and held it in 1 quarter.
  • Braun-Bostich & Associates's Vanguard S&P Mid-Cap 400 ETF position peaked at $37K in Q4 2017.
  • 103 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2018.

Based on Braun-Bostich & Associates's 13F filing for Q1 2018, filed 16 May 2018.