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

MinichMacGregor Wealth Management’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
2018 Q4	–	Sell	-4	Closed	–	–	504
2018 Q3	$0	Hold	4	–	–	﹤0.01%	587
2018 Q2	$0	Hold	4	–	–	﹤0.01%	590
2018 Q1	$0	Hold	4	–	–	﹤0.01%	555
2017 Q4	$0	Hold	4	–	–	﹤0.01%	528
2017 Q3	$0	Hold	4	–	–	﹤0.01%	521
2017 Q2	$0	Hold	4	–	–	﹤0.01%	519
2017 Q1	$0	Buy	+4	New	+$250	﹤0.01%	506

Other funds holding VIOO

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

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

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

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MinichMacGregor Wealth Management's VIOO Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q4 2018, closing a stake of 4 shares.

MinichMacGregor Wealth Management first reported a position in VIOO in Q1 2017 and held it in 7 quarters. The position peaked at $0 in Q3 2018. 113 funds tracked by Wall St. Rank hold VIOO as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 4 Vanguard S&P Small-Cap 600 ETF shares in Q4 2018.
MinichMacGregor Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2017 and held it in 7 quarters.
MinichMacGregor Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $0 in Q3 2018.
113 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.