FWM
VIOO icon

ForthRight Wealth Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

ForthRight Wealth Management’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
2023
Q1 		– Sell
-3,804
Closed -$330K – 59
2022
Q4 		$330K Buy
+3,804
New +$337K 0.17% 37

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ForthRight Wealth Management's VIOO Position: Q1 2023 in Review

ForthRight Wealth Management sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2023, closing a stake of 3,804 shares — an estimated $330K sold.

ForthRight Wealth Management first reported a position in VIOO in Q4 2022 and held it in 1 quarter. The position peaked at $330K in Q4 2022. 247 funds tracked by Wall St. Rank hold VIOO as of Q1 2023.

  • ForthRight Wealth Management reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2023 after selling out during the quarter.
  • ForthRight Wealth Management sold 3,804 Vanguard S&P Small-Cap 600 ETF shares in Q1 2023, an estimated $330K.
  • ForthRight Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2022 and held it in 1 quarter.
  • ForthRight Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $330K in Q4 2022.
  • 247 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2023.

Based on ForthRight Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.