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Arista Wealth Management’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Arista Wealth Management’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
2023
Q4 		– Sell
-12,989
Closed -$1M – 57
2023
Q3 		$1M Sell
12,989
-554
-4% -$45.6K 0.39% 27
2023
Q2 		$1.11M Buy
13,543
+10,135
+297% +$801K 0.46% 24
2023
Q1 		$275K Sell
3,408
-890
-21% -$75K 0.15% 53
2022
Q4 		$338K Buy
+4,298
New +$343K 0.21% 44

Other funds holding VIOV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Arista Wealth Management's VIOV Position: Q4 2023 in Review

Arista Wealth Management sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q4 2023, closing a stake of 12,989 shares — an estimated $1M sold.

Arista Wealth Management first reported a position in VIOV in Q4 2022 and held it in 4 quarters. The position peaked at $1.11M in Q2 2023. 161 funds tracked by Wall St. Rank hold VIOV as of Q4 2023.

  • Arista Wealth Management reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q4 2023 after selling out during the quarter.
  • Arista Wealth Management sold 12,989 Vanguard S&P Small-Cap 600 Value ETF shares in Q4 2023, an estimated $1M.
  • Arista Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2022 and held it in 4 quarters.
  • Arista Wealth Management's Vanguard S&P Small-Cap 600 Value ETF position peaked at $1.11M in Q2 2023.
  • 161 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q4 2023.

Based on Arista Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.