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

Bogart Wealth LLC’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
2022 Q2	–	Sell	-24	Closed	-$2K	–	987
2022 Q1	$2K	Buy	+24	New	+$2.38K	﹤0.01%	712
2018 Q2	–	Sell	-38	Closed	-$3K	–	374
2018 Q1	$3K	Buy	+38	New	+$2.68K	﹤0.01%	302

Other funds holding VIOO

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

ODIJL

One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Bogart Wealth LLC's VIOO Position: Q2 2022 in Review

Bogart Wealth LLC sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2022, closing a stake of 24 shares — an estimated $2K sold.

Bogart Wealth LLC first reported a position in VIOO in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 206 funds tracked by Wall St. Rank hold VIOO as of Q2 2022.

Bogart Wealth LLC reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2022 after selling out during the quarter.
Bogart Wealth LLC sold 24 Vanguard S&P Small-Cap 600 ETF shares in Q2 2022, an estimated $2K.
Bogart Wealth LLC first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2018 and held it in 2 quarters.
Bogart Wealth LLC's Vanguard S&P Small-Cap 600 ETF position peaked at $3K in Q1 2018.
206 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2022.

Based on Bogart Wealth LLC's 13F filing for Q2 2022, filed 22 Jul 2022.