IHT Wealth Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

IHT Wealth Management’s Portfolio IVOG Stock Details IVOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-8,574	Closed	-$597K	–	435
2018 Q2	$597K	Sell	8,574 -4	-0%	-$276	0.15%	176
2018 Q1	$565K	Buy	+8,578	New	+$585K	0.15%	169

Other funds holding IVOG

RJFSA

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SCM

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

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

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

IHT Wealth Management's IVOG Position: Q3 2018 in Review

IHT Wealth Management sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2018, closing a stake of 8,574 shares — an estimated $597K sold.

IHT Wealth Management first reported a position in IVOG in Q1 2018 and held it in 2 quarters. The position peaked at $597K in Q2 2018. 65 funds tracked by Wall St. Rank hold IVOG as of Q3 2018.

IHT Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q3 2018 after selling out during the quarter.
IHT Wealth Management sold 8,574 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2018, an estimated $597K.
IHT Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2018 and held it in 2 quarters.
IHT Wealth Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $597K in Q2 2018.
65 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2018.

Based on IHT Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.