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Personal Financial Consultants’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Personal Financial Consultants’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,884
Closed -$351K – 45
2018
Q3 		$351K Buy
+4,884
New +$356K 0.26% 31

Other funds holding VIOV

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SHCM
Stokes & Hubbell Capital Management New Orleans, Louisiana $476M AUM 5.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Personal Financial Consultants's VIOV Position: Q4 2018 in Review

Personal Financial Consultants sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q4 2018, closing a stake of 4,884 shares — an estimated $351K sold.

Personal Financial Consultants first reported a position in VIOV in Q3 2018 and held it in 1 quarter. The position peaked at $351K in Q3 2018. 73 funds tracked by Wall St. Rank hold VIOV as of Q4 2018.

  • Personal Financial Consultants reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Personal Financial Consultants sold 4,884 Vanguard S&P Small-Cap 600 Value ETF shares in Q4 2018, an estimated $351K.
  • Personal Financial Consultants first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2018 and held it in 1 quarter.
  • Personal Financial Consultants's Vanguard S&P Small-Cap 600 Value ETF position peaked at $351K in Q3 2018.
  • 73 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q4 2018.

Based on Personal Financial Consultants's 13F filing for Q4 2018, filed 30 Jan 2019.