Iron Gate Global Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Iron Gate Global Advisors’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-340	Closed	-$13K	–	210
2018 Q3	$13K	Hold	340	–	–	0.01%	162
2018 Q2	$13K	Buy	+340	New	+$13.3K	0.01%	135
2017 Q3	–	Sell	-7,600	Closed	-$271K	–	54
2017 Q2	$271K	Buy	+7,600	New	+$269K	0.3%	34

Other funds holding VO

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Iron Gate Global Advisors's VO Position: Q4 2018 in Review

Iron Gate Global Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q4 2018, closing a stake of 340 shares — an estimated $13K sold.

Iron Gate Global Advisors first reported a position in VO in Q2 2017 and held it in 3 quarters. The position peaked at $271K in Q2 2017. 842 funds tracked by Wall St. Rank hold VO as of Q4 2018.

Iron Gate Global Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
Iron Gate Global Advisors sold 340 Vanguard Mid-Cap ETF shares in Q4 2018, an estimated $13K.
Iron Gate Global Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2017 and held it in 3 quarters.
Iron Gate Global Advisors's Vanguard Mid-Cap ETF position peaked at $271K in Q2 2017.
842 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2018.

Based on Iron Gate Global Advisors's 13F filing for Q4 2018, filed 19 Feb 2019.