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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,528	Closed	-$240K	–	421
2018 Q3	$240K	Sell	3,528 -270	-7%	-$18.3K	0.01%	476
2018 Q2	$250K	Sell	3,798 -2	-0.1%	-$130	0.01%	478
2018 Q1	$241K	Hold	3,800	–	–	0.01%	480
2017 Q4	$243K	Buy	+3,800	New	+$237K	0.01%	462

Other funds holding IVOO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Global Financial Private Capital's IVOO Position: Q4 2018 in Review

Global Financial Private Capital sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2018, closing a stake of 3,528 shares — an estimated $240K sold.

Global Financial Private Capital first reported a position in IVOO in Q4 2017 and held it in 4 quarters. The position peaked at $250K in Q2 2018. 111 funds tracked by Wall St. Rank hold IVOO as of Q4 2018.

Global Financial Private Capital reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2018 after selling out during the quarter.
Global Financial Private Capital sold 3,528 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2018, an estimated $240K.
Global Financial Private Capital first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2017 and held it in 4 quarters.
Global Financial Private Capital's Vanguard S&P Mid-Cap 400 ETF position peaked at $250K in Q2 2018.
111 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.