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

Baldwin Wealth Partners’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 Q2	–	Sell	-90	Closed	-$7.27K	–	799
2023 Q1	$7.27K	Buy	+90	New	+$7.58K	﹤0.01%	646
2021 Q3	–	Sell	-30	Closed	-$3K	–	670
2021 Q2	$3K	Buy	+30	New	+$2.71K	﹤0.01%	618

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

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RFG Holdings Argyle, Texas $477M AUM 26.7% 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

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

Baldwin Wealth Partners's VIOV Position: Q2 2023 in Review

Baldwin Wealth Partners sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2023, closing a stake of 90 shares — an estimated $7.27K sold.

Baldwin Wealth Partners first reported a position in VIOV in Q2 2021 and held it in 2 quarters. The position peaked at $7.27K in Q1 2023. 155 funds tracked by Wall St. Rank hold VIOV as of Q2 2023.

Baldwin Wealth Partners reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2023 after selling out during the quarter.
Baldwin Wealth Partners sold 90 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2023, an estimated $7.27K.
Baldwin Wealth Partners first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2021 and held it in 2 quarters.
Baldwin Wealth Partners's Vanguard S&P Small-Cap 600 Value ETF position peaked at $7.27K in Q1 2023.
155 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2023.

Based on Baldwin Wealth Partners's 13F filing for Q2 2023, filed 14 Jul 2023.