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

Imprint 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
2024
Q1 		$201K Sell
2,000
-2,619
-57% -$255K 0.05% 289
2023
Q4 		$448K Buy
+4,619
New +$412K 0.36% 88

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Imprint Wealth's VIOO Position: Q1 2024 in Review

Imprint Wealth reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 57% in Q1 2024, selling an estimated $255K and leaving 2,000 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #289.

Imprint Wealth first reported a position in VIOO in Q4 2023 and has held it in 2 quarters since. The position peaked at $448K in Q4 2023. 284 funds tracked by Wall St. Rank hold VIOO as of Q1 2024.

  • Imprint Wealth held 2,000 shares of Vanguard S&P Small-Cap 600 ETF worth $201K as of Q1 2024.
  • Imprint Wealth sold 2,619 Vanguard S&P Small-Cap 600 ETF shares in Q1 2024, an estimated $255K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.05% of Imprint Wealth's portfolio in Q1 2024, its #289 holding.
  • Imprint Wealth first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2023 and has held it in 2 quarters since.
  • Imprint Wealth's Vanguard S&P Small-Cap 600 ETF position peaked at $448K in Q4 2023.
  • 284 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.