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Vanguard Capital Wealth Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio MDYV Stock Details MDYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$324K Buy
+5,926
New +$313K 0.34% 86

Other funds holding MDYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Wealth Advisors's MDYV Position: Q4 2019 in Review

Vanguard Capital Wealth Advisors opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2019: 5,926 shares worth $324K. The stake represents 0.34% of the portfolio and ranks #86 among its holdings.

203 funds tracked by Wall St. Rank hold MDYV as of Q4 2019.

  • Vanguard Capital Wealth Advisors held 5,926 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $324K as of Q4 2019.
  • State Street SPDR S&P 400 Mid Cap Value ETF was a new Vanguard Capital Wealth Advisors position in Q4 2019.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.34% of Vanguard Capital Wealth Advisors's portfolio in Q4 2019, its #86 holding.
  • 203 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2019.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q4 2019, filed 28 Jan 2020.