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Greenwich Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Greenwich Wealth Management’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
2017
Q1 		– Sell
-8,204
Closed -$457K – 199
2016
Q4 		$457K Sell
8,204
-12
-0.1% -$642 0.06% 133
2016
Q3 		$430K Buy
+8,216
New +$428K 0.08% 134

Other funds holding IVOO

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

Greenwich Wealth Management's IVOO Position: Q1 2017 in Review

Greenwich Wealth Management sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2017, closing a stake of 8,204 shares — an estimated $457K sold.

Greenwich Wealth Management first reported a position in IVOO in Q3 2016 and held it in 2 quarters. The position peaked at $457K in Q4 2016. 76 funds tracked by Wall St. Rank hold IVOO as of Q1 2017.

  • Greenwich Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2017 after selling out during the quarter.
  • Greenwich Wealth Management sold 8,204 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2017, an estimated $457K.
  • Greenwich Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2016 and held it in 2 quarters.
  • Greenwich Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $457K in Q4 2016.
  • 76 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2017.

Based on Greenwich Wealth Management's 13F filing for Q1 2017, filed 26 Apr 2017.