First Heartland Consultants’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

First Heartland Consultants’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 Q1	–	Sell	-3,684	Closed	-$224K	–	270
2017 Q4	$224K	Hold	3,684	–	–	0.07%	247
2017 Q3	$216K	Sell	3,684 -306	-8%	-$17.4K	0.05%	312
2017 Q2	$227K	Sell	3,990 -300	-7%	-$16.9K	0.06%	307
2017 Q1	$242K	Buy	+4,290	New	+$242K	0.07%	291

Other funds holding IVOV

LFS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RRC

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

First Heartland Consultants's IVOV Position: Q1 2018 in Review

First Heartland Consultants sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2018, closing a stake of 3,684 shares — an estimated $224K sold.

First Heartland Consultants first reported a position in IVOV in Q1 2017 and held it in 4 quarters. The position peaked at $242K in Q1 2017. 60 funds tracked by Wall St. Rank hold IVOV as of Q1 2018.

First Heartland Consultants reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2018 after selling out during the quarter.
First Heartland Consultants sold 3,684 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2018, an estimated $224K.
First Heartland Consultants first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2017 and held it in 4 quarters.
First Heartland Consultants's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $242K in Q1 2017.
60 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2018.

Based on First Heartland Consultants's 13F filing for Q1 2018, filed 15 May 2018.