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

Destination 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
Q2 		– Sell
-180
Closed -$15K – 584
2018
Q1 		$15K Buy
+180
New +$10.9K ﹤0.01% 361

Other funds holding IVOV

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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
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 $303B AUM 30.15% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Destination Wealth Management's IVOV Position: Q2 2018 in Review

Destination Wealth Management sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2018, closing a stake of 180 shares — an estimated $15K sold.

Destination Wealth Management first reported a position in IVOV in Q1 2018 and held it in 1 quarter. The position peaked at $15K in Q1 2018. 57 funds tracked by Wall St. Rank hold IVOV as of Q2 2018.

  • Destination Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q2 2018 after selling out during the quarter.
  • Destination Wealth Management sold 180 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2018, an estimated $15K.
  • Destination Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2018 and held it in 1 quarter.
  • Destination Wealth Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $15K in Q1 2018.
  • 57 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2018.

Based on Destination Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.