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Wealthspire Advisors (Maryland)’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-100
Closed -$6K – 1220
2019
Q1 		$6K Buy
+100
New +$5.89K ﹤0.01% 1750

Other funds holding IVOV

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Deutsche Bank
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IVOV Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2019, closing a stake of 100 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in IVOV in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 74 funds tracked by Wall St. Rank hold IVOV as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 100 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Vanguard S&P Mid-Cap 400 Value ETF position peaked at $6K in Q1 2019.
  • 74 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.