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

Daymark Wealth Partners’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
Q4 		– Sell
-6,715
Closed -$621K – 525
2024
Q3 		$621K Sell
6,715
-147
-2% -$13.1K 0.03% 303
2024
Q2 		$574K Buy
+6,862
New +$581K 0.03% 304

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Daymark Wealth Partners's VIOV Position: Q4 2024 in Review

Daymark Wealth Partners sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q4 2024, closing a stake of 6,715 shares — an estimated $621K sold.

Daymark Wealth Partners first reported a position in VIOV in Q2 2024 and held it in 2 quarters. The position peaked at $621K in Q3 2024. 192 funds tracked by Wall St. Rank hold VIOV as of Q4 2024.

  • Daymark Wealth Partners reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Daymark Wealth Partners sold 6,715 Vanguard S&P Small-Cap 600 Value ETF shares in Q4 2024, an estimated $621K.
  • Daymark Wealth Partners first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2024 and held it in 2 quarters.
  • Daymark Wealth Partners's Vanguard S&P Small-Cap 600 Value ETF position peaked at $621K in Q3 2024.
  • 192 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q4 2024.

Based on Daymark Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.