Security National Trust’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Security National Trust’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 Q4	–	Sell	-270	Closed	-$17K	–	376
2018 Q3	$17K	Hold	270	–	–	0.01%	306
2018 Q2	$17K	Hold	270	–	–	0.01%	316
2018 Q1	$16K	Hold	270	–	–	0.01%	315
2017 Q4	$16K	Hold	270	–	–	0.01%	313
2017 Q3	$16K	Buy	+270	New	+$15.3K	0.01%	319

Other funds holding IVOV

LFS

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

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

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

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

RRC

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

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

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

Security National Trust's IVOV Position: Q4 2018 in Review

Security National Trust sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2018, closing a stake of 270 shares — an estimated $17K sold.

Security National Trust first reported a position in IVOV in Q3 2017 and held it in 5 quarters. The position peaked at $17K in Q3 2018. 65 funds tracked by Wall St. Rank hold IVOV as of Q4 2018.

Security National Trust reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q4 2018 after selling out during the quarter.
Security National Trust sold 270 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2018, an estimated $17K.
Security National Trust first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2017 and held it in 5 quarters.
Security National Trust's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $17K in Q3 2018.
65 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2018.

Based on Security National Trust's 13F filing for Q4 2018, filed 25 Jan 2019.