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Alera Investment Advisors’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-480
Closed -$37K – 976
2019
Q1 		$37K Hold
480
– – 0.02% 200
2018
Q4 		$33K Buy
+480
New +$36.7K 0.02% 217

Other funds holding VIOG

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alera Investment Advisors's VIOG Position: Q2 2019 in Review

Alera Investment Advisors sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q2 2019, closing a stake of 480 shares — an estimated $37K sold.

Alera Investment Advisors first reported a position in VIOG in Q4 2018 and held it in 2 quarters. The position peaked at $37K in Q1 2019. 69 funds tracked by Wall St. Rank hold VIOG as of Q2 2019.

  • Alera Investment Advisors reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 480 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2019, an estimated $37K.
  • Alera Investment Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $37K in Q1 2019.
  • 69 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.