DWM
VIOG icon

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

Denver Wealth 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
2023
Q2 		– Sell
-2,673
Closed -$253K – 80
2023
Q1 		$253K Buy
+2,673
New +$260K 0.18% 65

Other funds holding VIOG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Denver Wealth Management's VIOG Position: Q2 2023 in Review

Denver Wealth Management sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q2 2023, closing a stake of 2,673 shares — an estimated $253K sold.

Denver Wealth Management first reported a position in VIOG in Q1 2023 and held it in 1 quarter. The position peaked at $253K in Q1 2023. 110 funds tracked by Wall St. Rank hold VIOG as of Q2 2023.

  • Denver Wealth Management reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Denver Wealth Management sold 2,673 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2023, an estimated $253K.
  • Denver Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2023 and held it in 1 quarter.
  • Denver Wealth Management's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $253K in Q1 2023.
  • 110 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2023.

Based on Denver Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.