AWM
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Activest Wealth Management’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Activest Wealth Management’s Portfolio VIOG Stock Details VIOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-44
Closed -$5K – 381
2021
Q4 		$5K Buy
+44
New +$5.16K ﹤0.01% 262

Other funds holding VIOG

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 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

Activest Wealth Management's VIOG Position: Q1 2022 in Review

Activest Wealth Management sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2022, closing a stake of 44 shares — an estimated $5K sold.

Activest Wealth Management first reported a position in VIOG in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 93 funds tracked by Wall St. Rank hold VIOG as of Q1 2022.

  • Activest Wealth Management reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Activest Wealth Management sold 44 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2022, an estimated $5K.
  • Activest Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2021 and held it in 1 quarter.
  • Activest Wealth Management's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $5K in Q4 2021.
  • 93 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2022.

Based on Activest Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.