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

Market Street Wealth Management Advisors’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
-2,406
Closed -$253K – 88
2021
Q4 		$253K Buy
+2,406
New +$253K 0.08% 72

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Market Street Wealth Management Advisors's VIOO Position: Q1 2022 in Review

Market Street Wealth Management Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2022, closing a stake of 2,406 shares — an estimated $253K sold.

Market Street Wealth Management Advisors first reported a position in VIOO in Q4 2021 and held it in 1 quarter. The position peaked at $253K in Q4 2021. 218 funds tracked by Wall St. Rank hold VIOO as of Q1 2022.

  • Market Street Wealth Management Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2022 after selling out during the quarter.
  • Market Street Wealth Management Advisors sold 2,406 Vanguard S&P Small-Cap 600 ETF shares in Q1 2022, an estimated $253K.
  • Market Street Wealth Management Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2021 and held it in 1 quarter.
  • Market Street Wealth Management Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $253K in Q4 2021.
  • 218 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2022.

Based on Market Street Wealth Management Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.