Financial Synergies Wealth Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Financial Synergies Wealth Advisors’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
2024 Q1	–	Sell	-55	Closed	-$9.57K	–	559
2023 Q4	$9.57K	Sell	55 -55	-50%	-$4.9K	﹤0.01%	190
2023 Q3	$9.64K	Hold	110	–	–	﹤0.01%	237
2023 Q2	$10.1K	Hold	110	–	–	﹤0.01%	229
2023 Q1	$9.79K	Hold	110	–	–	﹤0.01%	236
2022 Q4	$9.57K	Buy	110 +2	+2%	+$177	﹤0.01%	190
2022 Q3	$8.79K	Hold	108	–	–	﹤0.01%	169
2022 Q2	$9.25K	Buy	+108	New	+$9.87K	﹤0.01%	174

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Synergies Wealth Advisors's VIOO Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2024, closing a stake of 55 shares — an estimated $9.57K sold.

Financial Synergies Wealth Advisors first reported a position in VIOO in Q2 2022 and held it in 7 quarters. The position peaked at $10.1K in Q2 2023. 284 funds tracked by Wall St. Rank hold VIOO as of Q1 2024.

Financial Synergies Wealth Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 55 Vanguard S&P Small-Cap 600 ETF shares in Q1 2024, an estimated $9.57K.
Financial Synergies Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $10.1K in Q2 2023.
284 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.