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

Ellevest Inc’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-520
Closed -$54.6K – 1665
2021
Q3 		$52K Buy
+520
New +$52.6K 0.01% 476

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Cerity Partners
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ODIJL
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ellevest Inc's VIOO Position: Q4 2021 in Review

Ellevest Inc sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q4 2021, closing a stake of 520 shares — an estimated $54.6K sold.

Ellevest Inc first reported a position in VIOO in Q3 2021 and held it in 1 quarter. The position peaked at $52K in Q3 2021. 205 funds tracked by Wall St. Rank hold VIOO as of Q4 2021.

  • Ellevest Inc reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q4 2021 after selling out during the quarter.
  • Ellevest Inc sold 520 Vanguard S&P Small-Cap 600 ETF shares in Q4 2021, an estimated $54.6K.
  • Ellevest Inc first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2021 and held it in 1 quarter.
  • Ellevest Inc's Vanguard S&P Small-Cap 600 ETF position peaked at $52K in Q3 2021.
  • 205 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q4 2021.

Based on Ellevest Inc's 13F filing for Q4 2021, filed 24 Jan 2022.