Milestone Advisory Partners’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Milestone Advisory Partners’s Portfolio VIOG Stock Details VIOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$315K	Buy	3,345 +138	+4%	+$13.7K	0.26%	52
2023 Q2	$318K	Sell	3,207 -1,803	-36%	-$170K	0.29%	50
2023 Q1	$475K	Hold	5,010	–	–	0.44%	39
2022 Q4	$467K	Hold	5,010	–	–	0.35%	41
2022 Q3	$439K	Buy	+5,010	New	+$484K	0.33%	40
2022 Q2	–	Sell	-3,678	Closed	-$397K	–	84
2022 Q1	$397K	Buy	3,678 +170	+5%	+$18.5K	0.21%	52
2021 Q4	$419K	Buy	+3,508	New	+$412K	0.21%	52

Other funds holding VIOG

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

LWP

LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DWA

Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Milestone Advisory Partners's VIOG Position: Q3 2023 in Review

Milestone Advisory Partners increased its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 4.3% in Q3 2023, buying an estimated $13.7K and bringing the position to 3,345 shares worth $315K. The position accounts for 0.26% of the portfolio, ranked #52.

Milestone Advisory Partners first reported a position in VIOG in Q4 2021 and has held it in 7 quarters since. The position peaked at $475K in Q1 2023. 106 funds tracked by Wall St. Rank hold VIOG as of Q3 2023.

Milestone Advisory Partners held 3,345 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $315K as of Q3 2023.
Milestone Advisory Partners bought 138 Vanguard S&P Small-Cap 600 Growth ETF shares in Q3 2023, an estimated $13.7K.
Vanguard S&P Small-Cap 600 Growth ETF made up 0.26% of Milestone Advisory Partners's portfolio in Q3 2023, its #52 holding.
Milestone Advisory Partners first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 7 quarters since.
Milestone Advisory Partners's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $475K in Q1 2023.
106 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.