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

Capital Planning 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
2019
Q4 		– Sell
-62
Closed -$4K – 147
2019
Q3 		$4K Buy
+62
New +$4.38K ﹤0.01% 149

Other funds holding VIOO

BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Planning Advisors's VIOO Position: Q4 2019 in Review

Capital Planning Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q4 2019, closing a stake of 62 shares — an estimated $4K sold.

Capital Planning Advisors first reported a position in VIOO in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 129 funds tracked by Wall St. Rank hold VIOO as of Q4 2019.

  • Capital Planning Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q4 2019 after selling out during the quarter.
  • Capital Planning Advisors sold 62 Vanguard S&P Small-Cap 600 ETF shares in Q4 2019, an estimated $4K.
  • Capital Planning Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2019 and held it in 1 quarter.
  • Capital Planning Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $4K in Q3 2019.
  • 129 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q4 2019.

Based on Capital Planning Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.