OneDigital Investment Advisors’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

OneDigital Investment Advisors’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
2020 Q1	–	Sell	-4,358	Closed	-$284K	–	598
2019 Q4	$284K	Sell	4,358 -266	-6%	-$16.8K	0.02%	433
2019 Q3	$285K	Buy	+4,624	New	+$279K	0.03%	399
2019 Q2	–	Sell	-5,432	Closed	-$340K	–	1232
2019 Q1	$340K	Buy	+5,432	New	+$320K	0.05%	212
2018 Q4	–	Sell	-1,152	Closed	-$74K	–	1197
2018 Q3	$74K	Buy	1,152 +940	+443%	+$60.2K	0.02%	322
2018 Q2	$13K	Hold	212	–	–	﹤0.01%	964
2018 Q1	$13K	Buy	+212	New	+$12.8K	﹤0.01%	965

Other funds holding IVOV

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

AWM

Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

SCM

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

LFS

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

OneDigital Investment Advisors's IVOV Position: Q1 2020 in Review

OneDigital Investment Advisors sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2020, closing a stake of 4,358 shares — an estimated $284K sold.

OneDigital Investment Advisors first reported a position in IVOV in Q1 2018 and held it in 6 quarters. The position peaked at $340K in Q1 2019. 64 funds tracked by Wall St. Rank hold IVOV as of Q1 2020.

OneDigital Investment Advisors reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2020 after selling out during the quarter.
OneDigital Investment Advisors sold 4,358 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2020, an estimated $284K.
OneDigital Investment Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2018 and held it in 6 quarters.
OneDigital Investment Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $340K in Q1 2019.
64 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2020.

Based on OneDigital Investment Advisors's 13F filing for Q1 2020, filed 14 May 2020.