Baystate Wealth Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Baystate Wealth Management’s Portfolio IVOG Stock Details IVOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-48	Closed	-$4.38K	–	1333
2023 Q3	$4.38K	Hold	48	–	–	﹤0.01%	703
2023 Q2	$4.54K	Sell	48 -131	-73%	-$11.6K	﹤0.01%	714
2023 Q1	$16K	Buy	179 +1	+0.6%	+$88	﹤0.01%	489
2022 Q4	$15K	Buy	+178	New	+$15.3K	﹤0.01%	509

Other funds holding IVOG

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SCM

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baystate Wealth Management's IVOG Position: Q4 2023 in Review

Baystate Wealth Management sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2023, closing a stake of 48 shares — an estimated $4.38K sold.

Baystate Wealth Management first reported a position in IVOG in Q4 2022 and held it in 4 quarters. The position peaked at $16K in Q1 2023. 101 funds tracked by Wall St. Rank hold IVOG as of Q4 2023.

Baystate Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2023 after selling out during the quarter.
Baystate Wealth Management sold 48 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2023, an estimated $4.38K.
Baystate Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2022 and held it in 4 quarters.
Baystate Wealth Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $16K in Q1 2023.
101 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.