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Gradient Investments’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Gradient Investments’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
2021
Q1 		– Sell
-36
Closed -$3K – 1294
2020
Q4 		$3K Hold
36
– – ﹤0.01% 912
2020
Q3 		$3K Hold
36
– – ﹤0.01% 917
2020
Q2 		$3K Sell
36
-320
-90% -$21.5K ﹤0.01% 850
2020
Q1 		$21K Hold
356
– – ﹤0.01% 512
2019
Q4 		$29K Buy
+356
New +$28.2K ﹤0.01% 505

Other funds holding VIOG

RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gradient Investments's VIOG Position: Q1 2021 in Review

Gradient Investments sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2021, closing a stake of 36 shares — an estimated $3K sold.

Gradient Investments first reported a position in VIOG in Q4 2019 and held it in 5 quarters. The position peaked at $29K in Q4 2019. 72 funds tracked by Wall St. Rank hold VIOG as of Q1 2021.

  • Gradient Investments reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Gradient Investments sold 36 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2021, an estimated $3K.
  • Gradient Investments first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 5 quarters.
  • Gradient Investments's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $29K in Q4 2019.
  • 72 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2021.

Based on Gradient Investments's 13F filing for Q1 2021, filed 21 Apr 2021.