Whitener Capital Management’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Whitener Capital Management’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 Q4	–	Sell	-314	Closed	-$19K	–	273
2019 Q3	$19K	Hold	314	–	–	0.01%	304
2019 Q2	$19K	Hold	314	–	–	0.01%	296
2019 Q1	$18K	Hold	314	–	–	0.01%	291
2018 Q4	$16K	Buy	314 +6	+2%	+$352	0.01%	275
2018 Q3	$19K	Buy	+308	New	+$19.7K	0.01%	283
2018 Q2	–	Sell	-308	Closed	-$18K	–	252
2018 Q1	$18K	Hold	308	–	–	0.01%	289
2017 Q4	$18K	Buy	+308	New	+$18.4K	0.02%	269

Other funds holding IVOV

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

AWM

Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

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

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Whitener Capital Management's IVOV Position: Q4 2019 in Review

Whitener Capital Management sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2019, closing a stake of 314 shares — an estimated $19K sold.

Whitener Capital Management first reported a position in IVOV in Q4 2017 and held it in 7 quarters. The position peaked at $19K in Q3 2019. 71 funds tracked by Wall St. Rank hold IVOV as of Q4 2019.

Whitener Capital Management reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 314 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2019, an estimated $19K.
Whitener Capital Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $19K in Q3 2019.
71 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.