American Portfolios Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

American Portfolios Advisors’s Portfolio VIOV Stock Details VIOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-50	Closed	-$4.56K	–	3544
2021 Q2	$4.56K	Buy	50 +14	+39%	+$1.27K	﹤0.01%	2858
2021 Q1	$3.13K	Buy	+36	New	+$2.94K	﹤0.01%	2863
2019 Q1	–	Sell	-130	Closed	-$7.38K	–	2654
2018 Q4	$7.38K	Buy	+130	New	+$8.32K	﹤0.01%	1735
2018 Q3	–	Sell	-386	Closed	-$27.2K	–	2491
2018 Q2	$27.2K	Hold	386	–	–	﹤0.01%	1336
2018 Q1	$25.1K	Sell	386 -406	-51%	-$26.9K	﹤0.01%	1307
2017 Q4	$52.4K	Buy	+792	New	+$51.4K	0.01%	973

Other funds holding VIOV

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

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

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

RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

American Portfolios Advisors's VIOV Position: Q3 2021 in Review

American Portfolios Advisors sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q3 2021, closing a stake of 50 shares — an estimated $4.56K sold.

American Portfolios Advisors first reported a position in VIOV in Q4 2017 and held it in 6 quarters. The position peaked at $52.4K in Q4 2017. 127 funds tracked by Wall St. Rank hold VIOV as of Q3 2021.

American Portfolios Advisors reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q3 2021 after selling out during the quarter.
American Portfolios Advisors sold 50 Vanguard S&P Small-Cap 600 Value ETF shares in Q3 2021, an estimated $4.56K.
American Portfolios Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2017 and held it in 6 quarters.
American Portfolios Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $52.4K in Q4 2017.
127 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2021.

Based on American Portfolios Advisors's 13F filing for Q3 2021, filed 22 Mar 2023.