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Avior Wealth Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Avior Wealth Management’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
2021
Q2 		– Sell
-206
Closed -$20K – 1142
2021
Q1 		$20K Buy
+206
New +$19.7K ﹤0.01% 650

Other funds holding VIOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 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

Avior Wealth Management's VIOO Position: Q2 2021 in Review

Avior Wealth Management sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2021, closing a stake of 206 shares — an estimated $20K sold.

Avior Wealth Management first reported a position in VIOO in Q1 2021 and held it in 1 quarter. The position peaked at $20K in Q1 2021. 180 funds tracked by Wall St. Rank hold VIOO as of Q2 2021.

  • Avior Wealth Management reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2021 after selling out during the quarter.
  • Avior Wealth Management sold 206 Vanguard S&P Small-Cap 600 ETF shares in Q2 2021, an estimated $20K.
  • Avior Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2021 and held it in 1 quarter.
  • Avior Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $20K in Q1 2021.
  • 180 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2021.

Based on Avior Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.