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

Bogart Wealth LLC’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
2025 Q3	–	Sell	-301	Closed	-$34.4K	–	1599
2025 Q2	$34.4K	Hold	301	–	–	﹤0.01%	518
2025 Q1	$32.2K	Sell	301 -200	-40%	-$23K	﹤0.01%	490
2024 Q4	$58.3K	Hold	501	–	–	﹤0.01%	383
2024 Q3	$60K	Hold	501	–	–	﹤0.01%	378
2024 Q2	$55.2K	Hold	501	–	–	﹤0.01%	390
2024 Q1	$56.3K	Hold	501	–	–	﹤0.01%	361
2023 Q4	$53.9K	Hold	501	–	–	﹤0.01%	365
2023 Q3	$47.2K	Hold	501	–	–	﹤0.01%	357
2023 Q2	$49.6K	Hold	501	–	–	﹤0.01%	330
2023 Q1	$47.5K	Buy	501 +99	+25%	+$9.61K	﹤0.01%	327
2022 Q4	$37.4K	Buy	+402	New	+$38.1K	﹤0.01%	340

Other funds holding VIOG

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

DWA

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

LWP

LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

Bogart Wealth LLC's VIOG Position: Q3 2025 in Review

Bogart Wealth LLC sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q3 2025, closing a stake of 301 shares — an estimated $34.4K sold.

Bogart Wealth LLC first reported a position in VIOG in Q4 2022 and held it in 11 quarters. The position peaked at $60K in Q3 2024. 168 funds tracked by Wall St. Rank hold VIOG as of Q3 2025.

Bogart Wealth LLC reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q3 2025 after selling out during the quarter.
Bogart Wealth LLC sold 301 Vanguard S&P Small-Cap 600 Growth ETF shares in Q3 2025, an estimated $34.4K.
Bogart Wealth LLC first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2022 and held it in 11 quarters.
Bogart Wealth LLC's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $60K in Q3 2024.
168 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q3 2025.

Based on Bogart Wealth LLC's 13F filing for Q3 2025, filed 27 Oct 2025.