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

Plotkin 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
-19,140
Closed -$1.59M – 67
2019
Q4 		$1.59M Buy
+19,140
New +$1.52M 1.48% 20

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 $7.99B AUM 21.6% 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

Plotkin Financial Advisors's VIOG Position: Q1 2020 in Review

Plotkin Financial Advisors sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2020, closing a stake of 19,140 shares — an estimated $1.59M sold.

Plotkin Financial Advisors first reported a position in VIOG in Q4 2019 and held it in 1 quarter. The position peaked at $1.59M in Q4 2019. 61 funds tracked by Wall St. Rank hold VIOG as of Q1 2020.

  • Plotkin Financial Advisors reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Plotkin Financial Advisors sold 19,140 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2020, an estimated $1.59M.
  • Plotkin Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 1 quarter.
  • Plotkin Financial Advisors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $1.59M in Q4 2019.
  • 61 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2020.

Based on Plotkin Financial Advisors's 13F filing for Q1 2020, filed 15 Nov 2024.