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

Kingsview Wealth Management’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
2017
Q2 		– Sell
-3,314
Closed -$208K – 391
2017
Q1 		$208K Buy
+3,314
New +$207K 0.12% 219

Other funds holding VIOO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
RGI
River Global Investors London, United Kingdom $515M AUM 24.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kingsview Wealth Management's VIOO Position: Q2 2017 in Review

Kingsview Wealth Management sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2017, closing a stake of 3,314 shares — an estimated $208K sold.

Kingsview Wealth Management first reported a position in VIOO in Q1 2017 and held it in 1 quarter. The position peaked at $208K in Q1 2017. 78 funds tracked by Wall St. Rank hold VIOO as of Q2 2017.

  • Kingsview Wealth Management reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2017 after selling out during the quarter.
  • Kingsview Wealth Management sold 3,314 Vanguard S&P Small-Cap 600 ETF shares in Q2 2017, an estimated $208K.
  • Kingsview Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2017 and held it in 1 quarter.
  • Kingsview Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $208K in Q1 2017.
  • 78 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2017.

Based on Kingsview Wealth Management's 13F filing for Q2 2017, filed 29 Jan 2020.