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

Golden State 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
2020 Q2	–	Sell	-1,320	Closed	-$56K	–	551
2020 Q1	$56K	Buy	+1,320	New	+$75.6K	0.02%	343
2019 Q4	–	Sell	-1,298	Closed	-$80K	–	498
2019 Q3	$80K	Buy	1,298 +2	+0.2%	+$121	0.03%	346
2019 Q2	$79K	Sell	1,296 -2	-0.2%	-$121	0.03%	370
2019 Q1	$78K	Buy	+1,298	New	+$76.5K	0.03%	362

Other funds holding IVOV

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

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

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

RRC

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Golden State Wealth Management's IVOV Position: Q2 2020 in Review

Golden State Wealth Management sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2020, closing a stake of 1,320 shares — an estimated $56K sold.

Golden State Wealth Management first reported a position in IVOV in Q1 2019 and held it in 4 quarters. The position peaked at $80K in Q3 2019. 62 funds tracked by Wall St. Rank hold IVOV as of Q2 2020.

Golden State Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 1,320 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2020, an estimated $56K.
Golden State Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $80K in Q3 2019.
62 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.