Stratos Wealth Partners’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Stratos Wealth Partners’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	-1,234	Closed	-$79K	–	1656
2018 Q3	$79K	Buy	+1,234	New	+$79K	﹤0.01%	1250
2018 Q2	–	Sell	-1,234	Closed	-$73K	–	1779
2018 Q1	$73K	Hold	1,234	–	–	﹤0.01%	1370
2017 Q4	$75K	Buy	+1,234	New	+$73.9K	﹤0.01%	1319

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

Stratos Wealth Partners's IVOV Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2018, closing a stake of 1,234 shares — an estimated $79K sold.

Stratos Wealth Partners first reported a position in IVOV in Q4 2017 and held it in 3 quarters. The position peaked at $79K in Q3 2018. 65 funds tracked by Wall St. Rank hold IVOV as of Q4 2018.

Stratos Wealth Partners reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 1,234 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2018, an estimated $79K.
Stratos Wealth Partners first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $79K 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 Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.