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Impact Partnership Wealth’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Impact Partnership Wealth’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7
Closed -$575 – 1219
2023
Q2 		$575 Buy
+7
New +$553 ﹤0.01% 852

Other funds holding VIOV

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

Impact Partnership Wealth's VIOV Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q3 2023, closing a stake of 7 shares — an estimated $575 sold.

Impact Partnership Wealth first reported a position in VIOV in Q2 2023 and held it in 1 quarter. The position peaked at $575 in Q2 2023. 150 funds tracked by Wall St. Rank hold VIOV as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 7 Vanguard S&P Small-Cap 600 Value ETF shares in Q3 2023, an estimated $575.
  • Impact Partnership Wealth first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Vanguard S&P Small-Cap 600 Value ETF position peaked at $575 in Q2 2023.
  • 150 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.