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

EverSource Wealth Advisors’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	–	Sell	-448	Closed	-$43.2K	–	2749
2023 Q3	$42.2K	Buy	448 +2	+0.4%	+$199	﹤0.01%	878
2023 Q2	$44.2K	Hold	446	–	–	﹤0.01%	882
2023 Q1	$42.3K	Hold	446	–	–	0.01%	847
2022 Q4	$41.5K	Buy	446 +4	+0.9%	+$379	0.01%	831
2022 Q3	$39K	Hold	442	–	–	0.01%	703
2022 Q2	$40K	Buy	442 +2	+0.5%	+$195	0.01%	675
2022 Q1	$48K	Buy	+440	New	+$47.8K	0.01%	474

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 $158M AUM 18.41% 1-Year Est. Return

EverSource Wealth Advisors's VIOG Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q4 2023, closing a stake of 448 shares — an estimated $43.2K sold.

EverSource Wealth Advisors first reported a position in VIOG in Q1 2022 and held it in 7 quarters. The position peaked at $48K in Q1 2022. 121 funds tracked by Wall St. Rank hold VIOG as of Q4 2023.

EverSource Wealth Advisors reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q4 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 448 Vanguard S&P Small-Cap 600 Growth ETF shares in Q4 2023, an estimated $43.2K.
EverSource Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2022 and held it in 7 quarters.
EverSource Wealth Advisors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $48K in Q1 2022.
121 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on EverSource Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.