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Investmark Advisory Group’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Investmark Advisory Group’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
2022
Q1 		– Sell
-388
Closed -$35K – 349
2021
Q4 		$35K Buy
+388
New +$35.2K 0.03% 175

Other funds holding VIOV

BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $477M AUM 26.7% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Investmark Advisory Group's VIOV Position: Q1 2022 in Review

Investmark Advisory Group sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q1 2022, closing a stake of 388 shares — an estimated $35K sold.

Investmark Advisory Group first reported a position in VIOV in Q4 2021 and held it in 1 quarter. The position peaked at $35K in Q4 2021. 132 funds tracked by Wall St. Rank hold VIOV as of Q1 2022.

  • Investmark Advisory Group reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 388 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2022, an estimated $35K.
  • Investmark Advisory Group first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Vanguard S&P Small-Cap 600 Value ETF position peaked at $35K in Q4 2021.
  • 132 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.