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Plante Moran Financial Advisors’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Plante Moran Financial Advisors’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
2020
Q1 		– Sell
-20
Closed -$2K – 844
2019
Q4 		$2K Buy
+20
New +$1.59K ﹤0.01% 704
2019
Q1 		– Sell
-140
Closed -$10K – 951
2018
Q4 		$10K Buy
+140
New +$10.7K ﹤0.01% 508

Other funds holding VIOG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Plante Moran Financial Advisors's VIOG Position: Q1 2020 in Review

Plante Moran Financial Advisors sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2020, closing a stake of 20 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in VIOG in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q4 2018. 61 funds tracked by Wall St. Rank hold VIOG as of Q1 2020.

  • Plante Moran Financial Advisors reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 20 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2020, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2018 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $10K in Q4 2018.
  • 61 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2020, filed 7 May 2020.