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

Global Wealth Management Investment Advisory’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
2020 Q3	–	Sell	-260	Closed	-$13K	–	533
2020 Q2	$13K	Hold	260	–	–	0.01%	319
2020 Q1	$11K	Buy	260 +142	+120%	+$8.14K	0.01%	321
2019 Q4	$8K	Sell	118 -32	-21%	-$2.02K	﹤0.01%	377
2019 Q3	$9K	Hold	150	–	–	﹤0.01%	342
2019 Q2	$9K	Hold	150	–	–	﹤0.01%	382
2019 Q1	$9K	Hold	150	–	–	﹤0.01%	398
2018 Q4	$8K	Buy	+150	New	+$8.81K	﹤0.01%	423

Other funds holding IVOV

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

LFS

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

SCM

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

AWM

Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RRC

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

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

RJFSA

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Global Wealth Management Investment Advisory's IVOV Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q3 2020, closing a stake of 260 shares — an estimated $13K sold.

Global Wealth Management Investment Advisory first reported a position in IVOV in Q4 2018 and held it in 7 quarters. The position peaked at $13K in Q2 2020. 66 funds tracked by Wall St. Rank hold IVOV as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 260 Vanguard S&P Mid-Cap 400 Value ETF shares in Q3 2020, an estimated $13K.
Global Wealth Management Investment Advisory first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $13K in Q2 2020.
66 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.