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

Golden State Wealth Management’s Portfolio VIOV Stock Details VIOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-438	Closed	-$19K	–	885
2020 Q1	$19K	Buy	+438	New	+$26.2K	0.01%	513
2019 Q4	–	Sell	-432	Closed	-$28K	–	919
2019 Q3	$28K	Buy	432 +2	+0.5%	+$127	0.01%	559
2019 Q2	$27K	Hold	430	–	–	0.01%	568
2019 Q1	$27K	Buy	+430	New	+$27.4K	0.01%	571

Other funds holding VIOV

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

ODIJL

One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

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

Golden State Wealth Management sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2020, closing a stake of 438 shares — an estimated $19K sold.

Golden State Wealth Management first reported a position in VIOV in Q1 2019 and held it in 4 quarters. The position peaked at $28K in Q3 2019. 76 funds tracked by Wall St. Rank hold VIOV as of Q2 2020.

Golden State Wealth Management reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 438 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2020, an estimated $19K.
Golden State Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's Vanguard S&P Small-Cap 600 Value ETF position peaked at $28K in Q3 2019.
76 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2020.

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