Golden State Wealth Management’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Golden State Wealth Management’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 Q2	–	Sell	-1,042	Closed	-$62K	–	884
2020 Q1	$62K	Buy	+1,042	New	+$79K	0.03%	325
2019 Q4	–	Sell	-1,032	Closed	-$79K	–	918
2019 Q3	$79K	Buy	1,032 +4	+0.4%	+$310	0.03%	350
2019 Q2	$80K	Sell	1,028 -2	-0.2%	-$155	0.03%	368
2019 Q1	$79K	Buy	+1,030	New	+$78.2K	0.03%	358

Other funds holding VIOG

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Golden State Wealth Management's VIOG Position: Q2 2020 in Review

Golden State Wealth Management sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q2 2020, closing a stake of 1,042 shares — an estimated $62K sold.

Golden State Wealth Management first reported a position in VIOG in Q1 2019 and held it in 4 quarters. The position peaked at $80K in Q2 2019. 61 funds tracked by Wall St. Rank hold VIOG as of Q2 2020.

Golden State Wealth Management reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 1,042 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2020, an estimated $62K.
Golden State Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $80K in Q2 2019.
61 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.