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

Vanguard Capital Wealth Advisors’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-3,348	Closed	-$205K	–	126
2018 Q1	$205K	Buy	+3,348	New	+$211K	0.27%	96

Other funds holding SLYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

INVST Indianapolis, Indiana $886M AUM 21.79% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Vanguard Capital Wealth Advisors's SLYV Position: Q2 2018 in Review

Vanguard Capital Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2018, closing a stake of 3,348 shares — an estimated $205K sold.

Vanguard Capital Wealth Advisors first reported a position in SLYV in Q1 2018 and held it in 1 quarter. The position peaked at $205K in Q1 2018. 191 funds tracked by Wall St. Rank hold SLYV as of Q2 2018.

Vanguard Capital Wealth Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2018 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 3,348 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2018, an estimated $205K.
Vanguard Capital Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2018 and held it in 1 quarter.
Vanguard Capital Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $205K in Q1 2018.
191 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2018.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2018, filed 15 Aug 2018.