CWM
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Cornerstone Wealth Management’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Cornerstone Wealth 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
2018
Q4 		– Sell
-39,136
Closed -$166K – 745
2018
Q3 		$166K Sell
39,136
-9,034
-19% -$579K ﹤0.01% 1234
2018
Q2 		$194K Buy
+48,170
New +$2.94M ﹤0.01% 1348

Other funds holding IVOV

LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Wealth Management's IVOV Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2018, closing a stake of 39,136 shares — an estimated $166K sold.

Cornerstone Wealth Management first reported a position in IVOV in Q2 2018 and held it in 2 quarters. The position peaked at $194K in Q2 2018. 65 funds tracked by Wall St. Rank hold IVOV as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 39,136 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2018, an estimated $166K.
  • Cornerstone Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $194K 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 Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.