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

Kingsview Wealth Management’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
2021
Q2 		– Sell
-8,802
Closed -$774K – 1023
2021
Q1 		$774K Buy
+8,802
New +$720K 0.04% 407

Other funds holding VIOV

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NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kingsview Wealth Management's VIOV Position: Q2 2021 in Review

Kingsview Wealth Management sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2021, closing a stake of 8,802 shares — an estimated $774K sold.

Kingsview Wealth Management first reported a position in VIOV in Q1 2021 and held it in 1 quarter. The position peaked at $774K in Q1 2021. 133 funds tracked by Wall St. Rank hold VIOV as of Q2 2021.

  • Kingsview Wealth Management reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 8,802 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2021, an estimated $774K.
  • Kingsview Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's Vanguard S&P Small-Cap 600 Value ETF position peaked at $774K in Q1 2021.
  • 133 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2021.

Based on Kingsview Wealth Management's 13F filing for Q2 2021, filed 17 Aug 2021.