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Ellevest Inc’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Ellevest Inc’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
2020
Q1 		– Sell
-648
Closed -$54K – 1310
2019
Q4 		$54K Buy
+648
New +$51.4K 0.02% 178

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RWP
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RJA
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SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Ellevest Inc's VIOG Position: Q1 2020 in Review

Ellevest Inc sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2020, closing a stake of 648 shares — an estimated $54K sold.

Ellevest Inc first reported a position in VIOG in Q4 2019 and held it in 1 quarter. The position peaked at $54K in Q4 2019. 61 funds tracked by Wall St. Rank hold VIOG as of Q1 2020.

  • Ellevest Inc reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Ellevest Inc sold 648 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2020, an estimated $54K.
  • Ellevest Inc first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 1 quarter.
  • Ellevest Inc's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $54K in Q4 2019.
  • 61 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2020.

Based on Ellevest Inc's 13F filing for Q1 2020, filed 13 Apr 2020.