Clear Creek Financial Management’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Clear Creek Financial Management’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
2024 Q3	–	Sell	-2,151	Closed	-$237K	–	480
2024 Q2	$237K	Sell	2,151 -284	-12%	-$31.2K	0.03%	388
2024 Q1	$274K	Buy	2,435 +11	+0.5%	+$1.18K	0.04%	346
2023 Q4	$261K	Hold	2,424	–	–	0.04%	280
2023 Q3	$229K	Sell	2,424 -50	-2%	-$4.96K	0.04%	272
2023 Q2	$245K	Sell	2,474 -742	-23%	-$69.9K	0.04%	273
2023 Q1	$305K	Buy	+3,216	New	+$312K	0.06%	224

Other funds holding VIOG

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

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

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

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

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

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

Clear Creek Financial Management's VIOG Position: Q3 2024 in Review

Clear Creek Financial Management sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q3 2024, closing a stake of 2,151 shares — an estimated $237K sold.

Clear Creek Financial Management first reported a position in VIOG in Q1 2023 and held it in 6 quarters. The position peaked at $305K in Q1 2023. 157 funds tracked by Wall St. Rank hold VIOG as of Q3 2024.

Clear Creek Financial Management reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q3 2024 after selling out during the quarter.
Clear Creek Financial Management sold 2,151 Vanguard S&P Small-Cap 600 Growth ETF shares in Q3 2024, an estimated $237K.
Clear Creek Financial Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2023 and held it in 6 quarters.
Clear Creek Financial Management's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $305K in Q1 2023.
157 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q3 2024.

Based on Clear Creek Financial Management's 13F filing for Q3 2024, filed 29 Oct 2024.