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

Financial Network 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
2024
Q4 		– Sell
-105
Closed -$12.6K – 839
2024
Q3 		$12.6K Sell
105
-491
-82% -$56.9K 0.01% 419
2024
Q2 		$67.7K Buy
+596
New +$65.5K 0.05% 268

Other funds holding VIOG

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Network Wealth Advisors's VIOG Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q4 2024, closing a stake of 105 shares — an estimated $12.6K sold.

Financial Network Wealth Advisors first reported a position in VIOG in Q2 2024 and held it in 2 quarters. The position peaked at $67.7K in Q2 2024. 164 funds tracked by Wall St. Rank hold VIOG as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 105 Vanguard S&P Small-Cap 600 Growth ETF shares in Q4 2024, an estimated $12.6K.
  • Financial Network Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q2 2024 and held it in 2 quarters.
  • Financial Network Wealth Advisors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $67.7K in Q2 2024.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.