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Procyon Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Procyon Advisors’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-102
Closed -$6K – 615
2020
Q2 		$6K Buy
+102
New +$5.74K ﹤0.01% 758

Other funds holding IVOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Procyon Advisors's IVOO Position: Q3 2020 in Review

Procyon Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2020, closing a stake of 102 shares — an estimated $6K sold.

Procyon Advisors first reported a position in IVOO in Q2 2020 and held it in 1 quarter. The position peaked at $6K in Q2 2020. 130 funds tracked by Wall St. Rank hold IVOO as of Q3 2020.

  • Procyon Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2020 after selling out during the quarter.
  • Procyon Advisors sold 102 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2020, an estimated $6K.
  • Procyon Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2020 and held it in 1 quarter.
  • Procyon Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $6K in Q2 2020.
  • 130 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2020.

Based on Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.