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

Gradient Investments’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
2021
Q1 		– Sell
-38
Closed -$2K – 1295
2020
Q4 		$2K Hold
38
– – ﹤0.01% 990
2020
Q3 		$2K Hold
38
– – ﹤0.01% 995
2020
Q2 		$2K Sell
38
-340
-90% -$19.6K ﹤0.01% 922
2020
Q1 		$19K Hold
378
– – ﹤0.01% 536
2019
Q4 		$29K Buy
+378
New +$27.8K ﹤0.01% 506
2018
Q1 		– Sell
-92
Closed -$6K – 1169
2017
Q4 		$6K Buy
+92
New +$6.33K ﹤0.01% 674

Other funds holding VIOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
CIAS
CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 14.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments's VIOO Position: Q1 2021 in Review

Gradient Investments sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2021, closing a stake of 38 shares — an estimated $2K sold.

Gradient Investments first reported a position in VIOO in Q4 2017 and held it in 6 quarters. The position peaked at $29K in Q4 2019. 167 funds tracked by Wall St. Rank hold VIOO as of Q1 2021.

  • Gradient Investments reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2021 after selling out during the quarter.
  • Gradient Investments sold 38 Vanguard S&P Small-Cap 600 ETF shares in Q1 2021, an estimated $2K.
  • Gradient Investments first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2017 and held it in 6 quarters.
  • Gradient Investments's Vanguard S&P Small-Cap 600 ETF position peaked at $29K in Q4 2019.
  • 167 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2021.

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