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Freedman Financial Associates’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-1,300
Closed -$141K – 407
2022
Q1 		$141K Hold
1,300
– – 0.1% 99
2021
Q4 		$155K Hold
1,300
– – 0.11% 91
2021
Q3 		$146K Buy
1,300
+800
+160% +$90.9K 0.11% 88
2021
Q2 		$57K Buy
+500
New +$56.1K 0.04% 178

Other funds holding VIOG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Freedman Financial Associates's VIOG Position: Q2 2022 in Review

Freedman Financial Associates sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q2 2022, closing a stake of 1,300 shares — an estimated $141K sold.

Freedman Financial Associates first reported a position in VIOG in Q2 2021 and held it in 4 quarters. The position peaked at $155K in Q4 2021. 86 funds tracked by Wall St. Rank hold VIOG as of Q2 2022.

  • Freedman Financial Associates reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 1,300 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2022, an estimated $141K.
  • Freedman Financial Associates first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q2 2021 and held it in 4 quarters.
  • Freedman Financial Associates's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $155K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.