Patriot Financial Group Insurance Agency’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Patriot Financial Group Insurance Agency’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
2021 Q1	–	Sell	-100	Closed	-$10K	–	2081
2020 Q4	$10K	Hold	100	–	–	﹤0.01%	1240
2020 Q3	$8K	Hold	100	–	–	﹤0.01%	1112
2020 Q2	$7K	Sell	100 -394	-80%	-$26.4K	﹤0.01%	1098
2020 Q1	$29K	Hold	494	–	–	0.01%	571
2019 Q4	$41K	Hold	494	–	–	0.02%	515
2019 Q3	$38K	Hold	494	–	–	0.02%	491
2019 Q2	$39K	Hold	494	–	–	0.02%	481
2019 Q1	$38K	Buy	+494	New	+$37.5K	0.02%	423

Other funds holding VIOG

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

DWA

Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's VIOG Position: Q1 2021 in Review

Patriot Financial Group Insurance Agency sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2021, closing a stake of 100 shares — an estimated $10K sold.

Patriot Financial Group Insurance Agency first reported a position in VIOG in Q1 2019 and held it in 8 quarters. The position peaked at $41K in Q4 2019. 72 funds tracked by Wall St. Rank hold VIOG as of Q1 2021.

Patriot Financial Group Insurance Agency reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 100 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2021, an estimated $10K.
Patriot Financial Group Insurance Agency first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2019 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $41K in Q4 2019.
72 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2021, filed 29 Apr 2021.