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Concord Wealth Partners’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-176
Closed -$18.9K – 909
2023
Q4 		$18.9K Hold
176
– – ﹤0.01% 485
2023
Q3 		$16.6K Hold
176
– – ﹤0.01% 537
2023
Q2 		$17.4K Hold
176
– – ﹤0.01% 522
2023
Q1 		$16.7K Hold
176
– – ﹤0.01% 517
2022
Q4 		$16.4K Buy
+176
New +$16.7K ﹤0.01% 561

Other funds holding VIOG

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 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
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Concord Wealth Partners's VIOG Position: Q1 2024 in Review

Concord Wealth Partners sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2024, closing a stake of 176 shares — an estimated $18.9K sold.

Concord Wealth Partners first reported a position in VIOG in Q4 2022 and held it in 5 quarters. The position peaked at $18.9K in Q4 2023. 128 funds tracked by Wall St. Rank hold VIOG as of Q1 2024.

  • Concord Wealth Partners reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 176 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2024, an estimated $18.9K.
  • Concord Wealth Partners first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2022 and held it in 5 quarters.
  • Concord Wealth Partners's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $18.9K in Q4 2023.
  • 128 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.