Graves Light Lenhart Wealth’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-110	Closed	-$9K	–	590
2022 Q2	$9K	Hold	110	–	–	﹤0.01%	498
2022 Q1	$11K	Buy	+110	New	+$10.9K	﹤0.01%	532

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ODIJL

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

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Graves Light Lenhart Wealth's VIOO Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2022, closing a stake of 110 shares — an estimated $9K sold.

Graves Light Lenhart Wealth first reported a position in VIOO in Q1 2022 and held it in 2 quarters. The position peaked at $11K in Q1 2022. 203 funds tracked by Wall St. Rank hold VIOO as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 110 Vanguard S&P Small-Cap 600 ETF shares in Q3 2022, an estimated $9K.
Graves Light Lenhart Wealth first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2022 and held it in 2 quarters.
Graves Light Lenhart Wealth's Vanguard S&P Small-Cap 600 ETF position peaked at $11K in Q1 2022.
203 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.