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

IHT Wealth Management’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
Q1 		– Sell
-16,516
Closed -$1.14M – 545
2018
Q4 		$1.14M Sell
16,516
-2,870
-15% -$219K 0.22% 117
2018
Q3 		$1.68M Buy
19,386
+11,108
+134% +$958K 0.36% 66
2018
Q2 		$672K Hold
8,278
– – 0.17% 153
2018
Q1 		$604K Sell
8,278
-7,864
-49% -$587K 0.16% 159
2017
Q4 		$1.19M Buy
+16,142
New +$1.16M 0.32% 79

Other funds holding VIOG

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $8.93B AUM 25.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IHT Wealth Management's VIOG Position: Q1 2019 in Review

IHT Wealth Management sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2019, closing a stake of 16,516 shares — an estimated $1.14M sold.

IHT Wealth Management first reported a position in VIOG in Q4 2017 and held it in 5 quarters. The position peaked at $1.68M in Q3 2018. 73 funds tracked by Wall St. Rank hold VIOG as of Q1 2019.

  • IHT Wealth Management reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • IHT Wealth Management sold 16,516 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2019, an estimated $1.14M.
  • IHT Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2017 and held it in 5 quarters.
  • IHT Wealth Management's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $1.68M in Q3 2018.
  • 73 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2019.

Based on IHT Wealth Management's 13F filing for Q1 2019, filed 16 May 2019.