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

Northwest Capital 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
2020
Q1 		– Sell
-2,712
Closed -$206K – 61
2019
Q4 		$206K Buy
+2,712
New +$200K 0.19% 59
2018
Q4 		– Sell
-2,640
Closed -$211K – 75
2018
Q3 		$211K Hold
2,640
– – 0.22% 69
2018
Q2 		$201K Buy
+2,640
New +$196K 0.25% 55

Other funds holding VIOO

BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Northwest Capital Management's VIOO Position: Q1 2020 in Review

Northwest Capital Management sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2020, closing a stake of 2,712 shares — an estimated $206K sold.

Northwest Capital Management first reported a position in VIOO in Q2 2018 and held it in 3 quarters. The position peaked at $211K in Q3 2018. 119 funds tracked by Wall St. Rank hold VIOO as of Q1 2020.

  • Northwest Capital Management reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2020 after selling out during the quarter.
  • Northwest Capital Management sold 2,712 Vanguard S&P Small-Cap 600 ETF shares in Q1 2020, an estimated $206K.
  • Northwest Capital Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2018 and held it in 3 quarters.
  • Northwest Capital Management's Vanguard S&P Small-Cap 600 ETF position peaked at $211K in Q3 2018.
  • 119 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2020.

Based on Northwest Capital Management's 13F filing for Q1 2020, filed 11 May 2020.