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Baystate Wealth Management’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Baystate Wealth Management’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
2023
Q4 		– Sell
-42
Closed -$4K – 1342
2023
Q3 		$4K Hold
42
– – ﹤0.01% 710
2023
Q2 		$4.19K Sell
42
-115
-73% -$10.8K ﹤0.01% 730
2023
Q1 		$14.9K Buy
157
+1
+0.6% +$97 ﹤0.01% 497
2022
Q4 		$15K Buy
+156
New +$14.8K ﹤0.01% 512

Other funds holding VIOG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return

Baystate Wealth Management's VIOG Position: Q4 2023 in Review

Baystate Wealth Management sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q4 2023, closing a stake of 42 shares — an estimated $4K sold.

Baystate Wealth Management first reported a position in VIOG in Q4 2022 and held it in 4 quarters. The position peaked at $15K in Q4 2022. 121 funds tracked by Wall St. Rank hold VIOG as of Q4 2023.

  • Baystate Wealth Management reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 42 Vanguard S&P Small-Cap 600 Growth ETF shares in Q4 2023, an estimated $4K.
  • Baystate Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2022 and held it in 4 quarters.
  • Baystate Wealth Management's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $15K in Q4 2022.
  • 121 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.