Money Concepts Capital’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-166	Closed	-$15.5K	–	2816
2022 Q4	$15.5K	Buy	+166	New	+$15.7K	﹤0.01%	1799
2022 Q2	–	Sell	-166	Closed	-$18K	–	2582
2022 Q1	$18K	Buy	+166	New	+$18K	﹤0.01%	1670

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

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

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Money Concepts Capital's VIOG Position: Q1 2023 in Review

Money Concepts Capital sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2023, closing a stake of 166 shares — an estimated $15.5K sold.

Money Concepts Capital first reported a position in VIOG in Q1 2022 and held it in 2 quarters. The position peaked at $18K in Q1 2022. 102 funds tracked by Wall St. Rank hold VIOG as of Q1 2023.

Money Concepts Capital reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 166 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2023, an estimated $15.5K.
Money Concepts Capital first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $18K in Q1 2022.
102 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.