Laurel Wealth Advisors (California)’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q1	–	Sell	-3,944	Closed	-$414K	–	809
2021 Q4	$414K	Buy	3,944 +254	+7%	+$26.7K	0.03%	514
2021 Q3	$372K	Buy	3,690 +390	+12%	+$39.4K	0.07%	292
2021 Q2	$342K	Sell	3,300 -2	-0.1%	-$204	0.04%	365
2021 Q1	$328K	Buy	+3,302	New	+$316K	0.05%	338

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Laurel Wealth Advisors (California)'s VIOO Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2022, closing a stake of 3,944 shares — an estimated $414K sold.

Laurel Wealth Advisors (California) first reported a position in VIOO in Q1 2021 and held it in 4 quarters. The position peaked at $414K in Q4 2021. 217 funds tracked by Wall St. Rank hold VIOO as of Q1 2022.

Laurel Wealth Advisors (California) reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 3,944 Vanguard S&P Small-Cap 600 ETF shares in Q1 2022, an estimated $414K.
Laurel Wealth Advisors (California) first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2021 and held it in 4 quarters.
Laurel Wealth Advisors (California)'s Vanguard S&P Small-Cap 600 ETF position peaked at $414K in Q4 2021.
217 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.