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Signet Investment Advisory Group’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Signet Investment Advisory Group’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-392
Closed -$21K – 125
2018
Q4 		$21K Buy
+392
New +$24.1K 0.02% 134

Other funds holding IVOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
RGI
River Global Investors London, United Kingdom $515M AUM 24.86% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Signet Investment Advisory Group's IVOO Position: Q1 2019 in Review

Signet Investment Advisory Group sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2019, closing a stake of 392 shares — an estimated $21K sold.

Signet Investment Advisory Group first reported a position in IVOO in Q4 2018 and held it in 1 quarter. The position peaked at $21K in Q4 2018. 116 funds tracked by Wall St. Rank hold IVOO as of Q1 2019.

  • Signet Investment Advisory Group reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2019 after selling out during the quarter.
  • Signet Investment Advisory Group sold 392 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2019, an estimated $21K.
  • Signet Investment Advisory Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2018 and held it in 1 quarter.
  • Signet Investment Advisory Group's Vanguard S&P Mid-Cap 400 ETF position peaked at $21K in Q4 2018.
  • 116 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2019.

Based on Signet Investment Advisory Group's 13F filing for Q1 2019, filed 6 May 2019.