DB Wealth Management Group’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

DB Wealth Management Group’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
2023 Q4	$9.25K	Hold	86	–	–	0.01%	289
2023 Q3	$8.11K	Hold	86	–	–	0.01%	291
2023 Q2	$8.52K	Hold	86	–	–	0.01%	286
2023 Q1	$8.15K	Hold	86	–	–	0.01%	288
2022 Q4	$8.02K	Buy	+86	New	+$8.15K	0.01%	285
2022 Q1	–	Sell	-86	Closed	-$10K	–	388
2021 Q4	$10K	Hold	86	–	–	0.01%	275
2021 Q3	$10K	Hold	86	–	–	0.01%	268
2021 Q2	$10K	Hold	86	–	–	0.01%	271
2021 Q1	$10K	Hold	86	–	–	0.01%	277
2020 Q4	$8K	Buy	+86	New	+$7.56K	0.01%	292

Other funds holding VIOG

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 Minneapolis, Minnesota $432B AUM 30.22% 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

LWP

LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

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

DWA

Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return

DB Wealth Management Group's VIOG Position: Q4 2023 in Review

DB Wealth Management Group held its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) position steady in Q4 2023 at 86 shares worth $9.25K. The position accounts for 0.01% of the portfolio, ranked #289.

DB Wealth Management Group first reported a position in VIOG in Q4 2020 and has held it in 10 quarters since. The position peaked at $10K in Q4 2021. 121 funds tracked by Wall St. Rank hold VIOG as of Q4 2023.

DB Wealth Management Group held 86 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $9.25K as of Q4 2023.
DB Wealth Management Group left its Vanguard S&P Small-Cap 600 Growth ETF share count unchanged in Q4 2023.
Vanguard S&P Small-Cap 600 Growth ETF made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #289 holding.
DB Wealth Management Group first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 10 quarters since.
DB Wealth Management Group's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $10K in Q4 2021.
121 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.