MGO One Seven’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

MGO One Seven’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
2023 Q3	–	Sell	-2,957	Closed	-$243K	–	899
2023 Q2	$243K	Sell	2,957 -5	-0.2%	-$395	0.02%	670
2023 Q1	$239K	Buy	+2,962	New	+$250K	0.02%	741

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

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return

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

ODIJL

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

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

MGO One Seven's VIOV Position: Q3 2023 in Review

MGO One Seven sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q3 2023, closing a stake of 2,957 shares — an estimated $243K sold.

MGO One Seven first reported a position in VIOV in Q1 2023 and held it in 2 quarters. The position peaked at $243K in Q2 2023. 150 funds tracked by Wall St. Rank hold VIOV as of Q3 2023.

MGO One Seven reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q3 2023 after selling out during the quarter.
MGO One Seven sold 2,957 Vanguard S&P Small-Cap 600 Value ETF shares in Q3 2023, an estimated $243K.
MGO One Seven first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2023 and held it in 2 quarters.
MGO One Seven's Vanguard S&P Small-Cap 600 Value ETF position peaked at $243K in Q2 2023.
150 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2023.

Based on MGO One Seven's 13F filing for Q3 2023, filed 3 Nov 2023.