Avestar Capital’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Avestar Capital’s Portfolio VIOG Stock Details VIOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,338	Closed	-$302K	–	320
2022 Q2	$302K	Sell	3,338 -1,800	-35%	-$176K	0.07%	205
2022 Q1	$555K	Sell	5,138 -1,140	-18%	-$124K	0.09%	210
2021 Q4	$751K	Sell	6,278 -2,160	-26%	-$254K	0.09%	197
2021 Q3	$951K	Sell	8,438 -400	-5%	-$45.5K	0.12%	191
2021 Q2	$1.01M	Buy	8,838 +5,138	+139%	+$577K	0.14%	181
2021 Q1	$423K	Buy	+3,700	New	+$405K	0.09%	200

Other funds holding VIOG

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

DWA

Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return

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

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Avestar Capital's VIOG Position: Q3 2022 in Review

Avestar Capital sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q3 2022, closing a stake of 3,338 shares — an estimated $302K sold.

Avestar Capital first reported a position in VIOG in Q1 2021 and held it in 6 quarters. The position peaked at $1.01M in Q2 2021. 90 funds tracked by Wall St. Rank hold VIOG as of Q3 2022.

Avestar Capital reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q3 2022 after selling out during the quarter.
Avestar Capital sold 3,338 Vanguard S&P Small-Cap 600 Growth ETF shares in Q3 2022, an estimated $302K.
Avestar Capital first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2021 and held it in 6 quarters.
Avestar Capital's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $1.01M in Q2 2021.
90 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q3 2022.

Based on Avestar Capital's 13F filing for Q3 2022, filed 26 Oct 2022.