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HM Payson & Co’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

HM Payson & Co’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
2020
Q4 		– Sell
-62
Closed -$5K – 1127
2020
Q3 		$5K Buy
+62
New +$4.58K ﹤0.01% 890

Other funds holding IVOG

Mariner
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
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

HM Payson & Co's IVOG Position: Q4 2020 in Review

HM Payson & Co sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2020, closing a stake of 62 shares — an estimated $5K sold.

HM Payson & Co first reported a position in IVOG in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 77 funds tracked by Wall St. Rank hold IVOG as of Q4 2020.

  • HM Payson & Co reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • HM Payson & Co sold 62 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2020, an estimated $5K.
  • HM Payson & Co first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2020 and held it in 1 quarter.
  • HM Payson & Co's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $5K in Q3 2020.
  • 77 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2020.

Based on HM Payson & Co's 13F filing for Q4 2020, filed 10 Mar 2021.