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PCA Investment Advisory Services’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

PCA Investment Advisory Services’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
Q3 		– Sell
-196
Closed -$18K – 404
2023
Q2 		$18K Buy
+196
New +$17.2K 0.01% 356

Other funds holding VIOO

OWM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCA Investment Advisory Services's VIOO Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2023, closing a stake of 196 shares — an estimated $18K sold.

PCA Investment Advisory Services first reported a position in VIOO in Q2 2023 and held it in 1 quarter. The position peaked at $18K in Q2 2023. 255 funds tracked by Wall St. Rank hold VIOO as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 196 Vanguard S&P Small-Cap 600 ETF shares in Q3 2023, an estimated $18K.
  • PCA Investment Advisory Services first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Vanguard S&P Small-Cap 600 ETF position peaked at $18K in Q2 2023.
  • 255 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.