IHT Wealth Management’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-418	Closed	-$27K	–	1336
2018 Q1	$27K	Sell	418 -19,612	-98%	-$1.3M	0.01%	882
2017 Q4	$1.35M	Buy	20,030 +19,614	+4,715%	+$1.27M	0.36%	56
2017 Q3	$27K	Hold	416	–	–	0.01%	681
2017 Q2	$73	Hold	416	–	–	0.04%	414
2017 Q1	$24K	Hold	416	–	–	0.02%	615
2016 Q4	$25K	Buy	+416	New	+$23.4K	0.02%	567

Other funds holding VIOV

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SHCM

Stokes & Hubbell Capital Management New Orleans, Louisiana $476M AUM 5.4% 1-Year Est. Return

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

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

IHT Wealth Management's VIOV Position: Q2 2018 in Review

IHT Wealth Management sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2018, closing a stake of 418 shares — an estimated $27K sold.

IHT Wealth Management first reported a position in VIOV in Q4 2016 and held it in 6 quarters. The position peaked at $1.35M in Q4 2017. 57 funds tracked by Wall St. Rank hold VIOV as of Q2 2018.

IHT Wealth Management reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 418 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2018, an estimated $27K.
IHT Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's Vanguard S&P Small-Cap 600 Value ETF position peaked at $1.35M in Q4 2017.
57 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.