Claraphi Advisory Network’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Claraphi Advisory Network’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
2022 Q2	–	Sell	-6,996	Closed	-$755K	–	313
2022 Q1	$755K	Buy	6,996 +1,692	+32%	+$184K	0.22%	103
2021 Q4	$634K	Buy	5,304 +646	+14%	+$75.8K	0.22%	111
2021 Q3	$523K	Buy	4,658 +650	+16%	+$73.9K	0.18%	133
2021 Q2	$458K	Buy	4,008 +38	+1%	+$4.27K	0.14%	171
2021 Q1	$439K	Buy	+3,970	New	+$435K	0.12%	174

Other funds holding VIOG

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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DWA

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Claraphi Advisory Network's VIOG Position: Q2 2022 in Review

Claraphi Advisory Network sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q2 2022, closing a stake of 6,996 shares — an estimated $755K sold.

Claraphi Advisory Network first reported a position in VIOG in Q1 2021 and held it in 5 quarters. The position peaked at $755K in Q1 2022. 86 funds tracked by Wall St. Rank hold VIOG as of Q2 2022.

Claraphi Advisory Network reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q2 2022 after selling out during the quarter.
Claraphi Advisory Network sold 6,996 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2022, an estimated $755K.
Claraphi Advisory Network first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2021 and held it in 5 quarters.
Claraphi Advisory Network's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $755K in Q1 2022.
86 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2022.

Based on Claraphi Advisory Network's 13F filing for Q2 2022, filed 19 Jul 2022.