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Guidant Wealth Advisors’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Guidant Wealth Advisors’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
2019
Q3 		$782K Hold
10,188
– – 0.29% 54
2019
Q2 		$797K Sell
10,188
-422
-4% -$32.6K 0.31% 56
2019
Q1 		$814K Hold
10,610
– – 0.32% 54
2018
Q4 		$733K Buy
+10,610
New +$811K 0.34% 56

Other funds holding VIOG

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Guidant Wealth Advisors's VIOG Position: Q3 2019 in Review

Guidant Wealth Advisors held its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) position steady in Q3 2019 at 10,188 shares worth $782K. The position accounts for 0.29% of the portfolio, ranked #54.

Guidant Wealth Advisors first reported a position in VIOG in Q4 2018 and has held it in 4 quarters since. The position peaked at $814K in Q1 2019. 64 funds tracked by Wall St. Rank hold VIOG as of Q3 2019.

  • Guidant Wealth Advisors held 10,188 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $782K as of Q3 2019.
  • Guidant Wealth Advisors left its Vanguard S&P Small-Cap 600 Growth ETF share count unchanged in Q3 2019.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 0.29% of Guidant Wealth Advisors's portfolio in Q3 2019, its #54 holding.
  • Guidant Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2018 and has held it in 4 quarters since.
  • Guidant Wealth Advisors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $814K in Q1 2019.
  • 64 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.