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

Money Concepts Capital’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
2023 Q1	–	Sell	-260	Closed	-$22.5K	–	2817
2022 Q4	$22.5K	Buy	+260	New	+$23.1K	﹤0.01%	1620
2022 Q2	–	Sell	-276	Closed	-$27K	–	2583
2022 Q1	$27K	Buy	+276	New	+$27.3K	﹤0.01%	1484

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

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

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

ODIJL

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Money Concepts Capital sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2023, closing a stake of 260 shares — an estimated $22.5K sold.

Money Concepts Capital first reported a position in VIOO in Q1 2022 and held it in 2 quarters. The position peaked at $27K in Q1 2022. 247 funds tracked by Wall St. Rank hold VIOO as of Q1 2023.

Money Concepts Capital reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 260 Vanguard S&P Small-Cap 600 ETF shares in Q1 2023, an estimated $22.5K.
Money Concepts Capital first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's Vanguard S&P Small-Cap 600 ETF position peaked at $27K in Q1 2022.
247 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2023.

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