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CarsonAllaria Wealth Management’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

CarsonAllaria Wealth Management’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-66
Closed -$5.84K – 418
2024
Q1 		$5.84K Buy
+66
New +$5.63K ﹤0.01% 283

Other funds holding VIOV

NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

CarsonAllaria Wealth Management's VIOV Position: Q2 2024 in Review

CarsonAllaria Wealth Management sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2024, closing a stake of 66 shares — an estimated $5.84K sold.

CarsonAllaria Wealth Management first reported a position in VIOV in Q1 2024 and held it in 1 quarter. The position peaked at $5.84K in Q1 2024. 165 funds tracked by Wall St. Rank hold VIOV as of Q2 2024.

  • CarsonAllaria Wealth Management reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 66 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2024, an estimated $5.84K.
  • CarsonAllaria Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Vanguard S&P Small-Cap 600 Value ETF position peaked at $5.84K in Q1 2024.
  • 165 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.