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

Arkadios Wealth 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 Q4	–	Sell	-556	Closed	-$48K	–	1742
2021 Q3	$48K	Sell	556 -34	-6%	-$2.97K	0.01%	885
2021 Q2	$53K	Hold	590	–	–	0.01%	902
2021 Q1	$51K	Buy	590 +70	+13%	+$5.72K	0.01%	687
2020 Q4	$36K	Buy	520 +150	+41%	+$9.45K	0.01%	622
2020 Q3	$21.4K	Hold	370	–	–	0.01%	590
2020 Q2	$19K	Hold	370	–	–	0.01%	548
2020 Q1	$16K	Hold	370	–	–	0.01%	532
2019 Q4	$25K	Buy	+370	New	+$24.8K	0.02%	424

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

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

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

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Arkadios Wealth Advisors's VIOV Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q4 2021, closing a stake of 556 shares — an estimated $48K sold.

Arkadios Wealth Advisors first reported a position in VIOV in Q4 2019 and held it in 8 quarters. The position peaked at $53K in Q2 2021. 138 funds tracked by Wall St. Rank hold VIOV as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 556 Vanguard S&P Small-Cap 600 Value ETF shares in Q4 2021, an estimated $48K.
Arkadios Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2019 and held it in 8 quarters.
Arkadios Wealth Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $53K in Q2 2021.
138 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.