Braver Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Braver Wealth Management’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
2016 Q4	$279K	Sell	5,016 -154	-3%	-$8.23K	0.05%	135
2016 Q3	$270K	Hold	5,170	–	–	0.05%	128
2016 Q2	$259K	Sell	5,170 -854	-14%	-$42.2K	0.04%	122
2016 Q1	$293K	Sell	6,024 -660	-10%	-$29.7K	0.05%	126
2015 Q4	$314K	Buy	6,684 +366	+6%	+$17.6K	0.06%	70
2015 Q3	$291K	Buy	6,318 +464	+8%	+$22.8K	0.07%	67
2015 Q2	$297K	Sell	5,854 -378	-6%	-$19.5K	0.07%	75
2015 Q1	$319K	Sell	6,232 -82	-1%	-$4.08K	0.07%	76
2014 Q4	$308K	Buy	+6,314	New	+$300K	0.06%	74

Other funds holding IVOO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCB

Texas Capital Bancshares Dallas, Texas $254M AUM 27.01% 1-Year Est. Return

Braver Wealth Management's IVOO Position: Q4 2016 in Review

Braver Wealth Management reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 3% in Q4 2016, selling an estimated $8.23K and leaving 5,016 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #135.

Braver Wealth Management first reported a position in IVOO in Q4 2014 and has held it in 9 quarters since. The position peaked at $319K in Q1 2015. 74 funds tracked by Wall St. Rank hold IVOO as of Q4 2016.

Braver Wealth Management held 5,016 shares of Vanguard S&P Mid-Cap 400 ETF worth $279K as of Q4 2016.
Braver Wealth Management sold 154 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2016, an estimated $8.23K.
Vanguard S&P Mid-Cap 400 ETF made up 0.05% of Braver Wealth Management's portfolio in Q4 2016, its #135 holding.
Braver Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2014 and has held it in 9 quarters since.
Braver Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $319K in Q1 2015.
74 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.