KJWM
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Kiley Juergens Wealth Management’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q1 		– Sell
-302
Closed -$18K – 337
2017
Q4 		$18K Buy
+302
New +$18.1K 0.02% 360

Other funds holding IVOV

LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kiley Juergens Wealth Management's IVOV Position: Q1 2018 in Review

Kiley Juergens Wealth Management sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2018, closing a stake of 302 shares — an estimated $18K sold.

Kiley Juergens Wealth Management first reported a position in IVOV in Q4 2017 and held it in 1 quarter. The position peaked at $18K in Q4 2017. 60 funds tracked by Wall St. Rank hold IVOV as of Q1 2018.

  • Kiley Juergens Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 302 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2018, an estimated $18K.
  • Kiley Juergens Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2017 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $18K in Q4 2017.
  • 60 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2018, filed 23 Apr 2018.