Macroview Investment Management’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Macroview Investment 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
2024 Q4	–	Sell	-738	Closed	-$68.2K	–	525
2024 Q3	$68.2K	Sell	738 -298	-29%	-$26.6K	0.07%	121
2024 Q2	$86.7K	Sell	1,036 -5,598	-84%	-$474K	0.09%	108
2024 Q1	$587K	Sell	6,634 -3,017	-31%	-$257K	0.64%	38
2023 Q4	$854K	Sell	9,651 -1,585	-14%	-$125K	1.01%	36
2023 Q3	$866K	Sell	11,236 -105	-0.9%	-$8.64K	1.15%	29
2023 Q2	$931K	Buy	11,341 +362	+3%	+$28.6K	1.43%	26
2023 Q1	$887K	Buy	10,979 +2,417	+28%	+$204K	1.42%	25
2022 Q4	$672K	Buy	8,562 +244	+3%	+$19.4K	1.15%	28
2022 Q3	$594K	Sell	8,318 -1,192	-13%	-$95.4K	1.08%	27
2022 Q2	$732K	Buy	+9,510	New	+$789K	1.19%	24

Other funds holding VIOV

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ODIJL

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Macroview Investment Management's VIOV Position: Q4 2024 in Review

Macroview Investment Management sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q4 2024, closing a stake of 738 shares — an estimated $68.2K sold.

Macroview Investment Management first reported a position in VIOV in Q2 2022 and held it in 10 quarters. The position peaked at $931K in Q2 2023. 192 funds tracked by Wall St. Rank hold VIOV as of Q4 2024.

Macroview Investment Management reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 738 Vanguard S&P Small-Cap 600 Value ETF shares in Q4 2024, an estimated $68.2K.
Macroview Investment Management first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2022 and held it in 10 quarters.
Macroview Investment Management's Vanguard S&P Small-Cap 600 Value ETF position peaked at $931K in Q2 2023.
192 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.