Global Financial Private Capital’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Global Financial Private Capital’s Portfolio IVOG Stock Details IVOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-3,412	Closed	-$230K	–	557
2018 Q1	$230K	Sell	3,412 -190	-5%	-$13K	0.01%	489
2017 Q4	$240K	Sell	3,602 -64	-2%	-$4.18K	0.01%	467
2017 Q3	$230K	Buy	+3,666	New	+$224K	0.01%	434

Other funds holding IVOG

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

RJFSA

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

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

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

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

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RRC

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

Global Financial Private Capital's IVOG Position: Q2 2018 in Review

Global Financial Private Capital sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2018, closing a stake of 3,412 shares — an estimated $230K sold.

Global Financial Private Capital first reported a position in IVOG in Q3 2017 and held it in 3 quarters. The position peaked at $240K in Q4 2017. 59 funds tracked by Wall St. Rank hold IVOG as of Q2 2018.

Global Financial Private Capital reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2018 after selling out during the quarter.
Global Financial Private Capital sold 3,412 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2018, an estimated $230K.
Global Financial Private Capital first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2017 and held it in 3 quarters.
Global Financial Private Capital's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $240K in Q4 2017.
59 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2018.

Based on Global Financial Private Capital's 13F filing for Q2 2018, filed 3 Aug 2018.