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Asset Allocation & Management Company’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Asset Allocation & Management Company’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
2020
Q2 		– Sell
-11,312
Closed -$580K – 52
2020
Q1 		$580K Buy
11,312
+3,200
+39% +$216K 0.29% 30
2019
Q4 		$617K Buy
+8,112
New +$597K 0.23% 31

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ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Asset Allocation & Management Company's VIOO Position: Q2 2020 in Review

Asset Allocation & Management Company sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2020, closing a stake of 11,312 shares — an estimated $580K sold.

Asset Allocation & Management Company first reported a position in VIOO in Q4 2019 and held it in 2 quarters. The position peaked at $617K in Q4 2019. 126 funds tracked by Wall St. Rank hold VIOO as of Q2 2020.

  • Asset Allocation & Management Company reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2020 after selling out during the quarter.
  • Asset Allocation & Management Company sold 11,312 Vanguard S&P Small-Cap 600 ETF shares in Q2 2020, an estimated $580K.
  • Asset Allocation & Management Company first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2019 and held it in 2 quarters.
  • Asset Allocation & Management Company's Vanguard S&P Small-Cap 600 ETF position peaked at $617K in Q4 2019.
  • 126 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2020.

Based on Asset Allocation & Management Company's 13F filing for Q2 2020, filed 16 Nov 2020.