Vanguard Capital Wealth Advisors
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Vanguard Capital Wealth Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio SLYG Stock Details SLYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,112
Closed -$211K – 132
2017
Q4 		$211K Buy
+2,112
New +$122K 0.26% 106

Other funds holding SLYG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Vanguard Capital Wealth Advisors's SLYG Position: Q1 2018 in Review

Vanguard Capital Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2018, closing a stake of 2,112 shares — an estimated $211K sold.

Vanguard Capital Wealth Advisors first reported a position in SLYG in Q4 2017 and held it in 1 quarter. The position peaked at $211K in Q4 2017. 167 funds tracked by Wall St. Rank hold SLYG as of Q1 2018.

  • Vanguard Capital Wealth Advisors reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 2,112 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2018, an estimated $211K.
  • Vanguard Capital Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2017 and held it in 1 quarter.
  • Vanguard Capital Wealth Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $211K in Q4 2017.
  • 167 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2018.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2018, filed 25 Apr 2018.