IHT Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-549	Closed	-$57K	–	1345
2018 Q1	$57K	Buy	549 +14	+3%	+$1.54K	0.02%	638
2017 Q4	$60K	Buy	535 +208	+64%	+$22.2K	0.02%	644
2017 Q3	$34K	Buy	+327	New	+$33.4K	0.01%	627

Other funds holding VOOV

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 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

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

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

SCM

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

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

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

IHT Wealth Management sold out of Vanguard S&P 500 Value ETF (VOOV) in Q2 2018, closing a stake of 549 shares — an estimated $57K sold.

IHT Wealth Management first reported a position in VOOV in Q3 2017 and held it in 3 quarters. The position peaked at $60K in Q4 2017. 82 funds tracked by Wall St. Rank hold VOOV as of Q2 2018.

IHT Wealth Management reported no remaining Vanguard S&P 500 Value ETF position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 549 Vanguard S&P 500 Value ETF shares in Q2 2018, an estimated $57K.
IHT Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q3 2017 and held it in 3 quarters.
IHT Wealth Management's Vanguard S&P 500 Value ETF position peaked at $60K in Q4 2017.
82 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2018.

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