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Guidant Wealth Advisors’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Guidant Wealth Advisors’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
2019
Q3 		$1.32M Hold
21,472
– – 0.49% 41
2019
Q2 		$1.32M Sell
21,472
-846
-4% -$51.3K 0.51% 40
2019
Q1 		$1.34M Buy
22,318
+412
+2% +$24.3K 0.52% 40
2018
Q4 		$1.15M Buy
+21,906
New +$1.29M 0.54% 41

Other funds holding IVOV

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RT
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guidant Wealth Advisors's IVOV Position: Q3 2019 in Review

Guidant Wealth Advisors held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q3 2019 at 21,472 shares worth $1.32M. The position accounts for 0.49% of the portfolio, ranked #41.

Guidant Wealth Advisors first reported a position in IVOV in Q4 2018 and has held it in 4 quarters since. The position peaked at $1.34M in Q1 2019. 73 funds tracked by Wall St. Rank hold IVOV as of Q3 2019.

  • Guidant Wealth Advisors held 21,472 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $1.32M as of Q3 2019.
  • Guidant Wealth Advisors left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2019.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.49% of Guidant Wealth Advisors's portfolio in Q3 2019, its #41 holding.
  • Guidant Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 4 quarters since.
  • Guidant Wealth Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $1.34M in Q1 2019.
  • 73 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.