Annapolis Financial Services’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Annapolis Financial Services’s Portfolio VIOO Stock Details VIOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-174	Closed	-$17.3K	–	468
2023 Q4	$17.3K	Hold	174	–	–	﹤0.01%	296
2023 Q3	$15.2K	Hold	174	–	–	﹤0.01%	294
2023 Q2	$16K	Hold	174	–	–	﹤0.01%	294
2023 Q1	$15.4K	Sell	174 -126	-42%	-$11.5K	﹤0.01%	271
2022 Q4	$26K	Hold	300	–	–	0.01%	224
2022 Q3	$24K	Buy	+300	New	+$26.9K	0.01%	238

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Annapolis Financial Services's VIOO Position: Q1 2024 in Review

Annapolis Financial Services sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2024, closing a stake of 174 shares — an estimated $17.3K sold.

Annapolis Financial Services first reported a position in VIOO in Q3 2022 and held it in 6 quarters. The position peaked at $26K in Q4 2022. 284 funds tracked by Wall St. Rank hold VIOO as of Q1 2024.

Annapolis Financial Services reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2024 after selling out during the quarter.
Annapolis Financial Services sold 174 Vanguard S&P Small-Cap 600 ETF shares in Q1 2024, an estimated $17.3K.
Annapolis Financial Services first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2022 and held it in 6 quarters.
Annapolis Financial Services's Vanguard S&P Small-Cap 600 ETF position peaked at $26K in Q4 2022.
284 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.