Gradient Investments’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Gradient Investments’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
2015 Q1	–	Sell	-18	Closed	-$1K	–	677
2014 Q4	$1K	Buy	+18	New	+$848	﹤0.01%	526

Other funds holding IVOV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

NFG

Noven Financial Group Denver, Colorado $123M AUM 5.23% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

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

Gradient Investments's IVOV Position: Q1 2015 in Review

Gradient Investments sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2015, closing a stake of 18 shares — an estimated $1K sold.

Gradient Investments first reported a position in IVOV in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 22 funds tracked by Wall St. Rank hold IVOV as of Q1 2015.

Gradient Investments reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2015 after selling out during the quarter.
Gradient Investments sold 18 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2015, an estimated $1K.
Gradient Investments first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2014 and held it in 1 quarter.
Gradient Investments's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $1K in Q4 2014.
22 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2015.

Based on Gradient Investments's 13F filing for Q1 2015, filed 10 Apr 2015.