Chicago Partners Investment Group’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Chicago Partners Investment Group’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 Q4	–	Sell	-142	Closed	-$8K	–	625
2018 Q3	$8K	Hold	142	–	–	﹤0.01%	858
2018 Q2	$9K	Buy	142 +52	+58%	+$3.18K	﹤0.01%	820
2018 Q1	$5K	Hold	90	–	–	﹤0.01%	844
2017 Q4	$6K	Hold	90	–	–	﹤0.01%	800
2017 Q3	$5K	Buy	+90	New	+$5.11K	﹤0.01%	864
2017 Q2	–	Sell	-90	Closed	-$5K	–	722
2017 Q1	$5K	Hold	90	–	–	﹤0.01%	493
2016 Q4	$5K	Buy	+90	New	+$4.76K	﹤0.01%	463

Other funds holding IVOV

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

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

RJA

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

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

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

Chicago Partners Investment Group's IVOV Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2018, closing a stake of 142 shares — an estimated $8K sold.

Chicago Partners Investment Group first reported a position in IVOV in Q4 2016 and held it in 7 quarters. The position peaked at $9K in Q2 2018. 65 funds tracked by Wall St. Rank hold IVOV as of Q4 2018.

Chicago Partners Investment Group reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 142 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2018, an estimated $8K.
Chicago Partners Investment Group first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2016 and held it in 7 quarters.
Chicago Partners Investment Group's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $9K in Q2 2018.
65 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.