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

FAS Wealth Partners’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
Q4 		– Sell
-400
Closed -$30K – 346
2020
Q3 		$30K Buy
+400
New +$30.8K ﹤0.01% 281
2020
Q1 		– Sell
-122
Closed -$10K – 328
2019
Q4 		$10K Buy
+122
New +$9.67K ﹤0.01% 273

Other funds holding VIOG

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return

FAS Wealth Partners's VIOG Position: Q4 2020 in Review

FAS Wealth Partners sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q4 2020, closing a stake of 400 shares — an estimated $30K sold.

FAS Wealth Partners first reported a position in VIOG in Q4 2019 and held it in 2 quarters. The position peaked at $30K in Q3 2020. 65 funds tracked by Wall St. Rank hold VIOG as of Q4 2020.

  • FAS Wealth Partners reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • FAS Wealth Partners sold 400 Vanguard S&P Small-Cap 600 Growth ETF shares in Q4 2020, an estimated $30K.
  • FAS Wealth Partners first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 2 quarters.
  • FAS Wealth Partners's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $30K in Q3 2020.
  • 65 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q4 2020.

Based on FAS Wealth Partners's 13F filing for Q4 2020, filed 10 Feb 2021.