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Beaumont Financial Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Beaumont Financial Advisors’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
Q4 		– Sell
-25,402
Closed -$1.64M – 358
2020
Q3 		$1.64M Hold
25,402
– – 0.16% 104
2020
Q2 		$1.59M Buy
+25,402
New +$1.46M 0.17% 100

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
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

Beaumont Financial Advisors's VIOO Position: Q4 2020 in Review

Beaumont Financial Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q4 2020, closing a stake of 25,402 shares — an estimated $1.64M sold.

Beaumont Financial Advisors first reported a position in VIOO in Q2 2020 and held it in 2 quarters. The position peaked at $1.64M in Q3 2020. 147 funds tracked by Wall St. Rank hold VIOO as of Q4 2020.

  • Beaumont Financial Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q4 2020 after selling out during the quarter.
  • Beaumont Financial Advisors sold 25,402 Vanguard S&P Small-Cap 600 ETF shares in Q4 2020, an estimated $1.64M.
  • Beaumont Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2020 and held it in 2 quarters.
  • Beaumont Financial Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $1.64M in Q3 2020.
  • 147 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q4 2020.

Based on Beaumont Financial Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.