Private Wealth Advisors (California)’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Private Wealth Advisors (California)’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
2020 Q1	–	Sell	-16,388	Closed	-$1.25M	–	78
2019 Q4	$1.25M	Buy	16,388 +260	+2%	+$19.1K	0.72%	30
2019 Q3	$1.15M	Sell	16,128 -3,140	-16%	-$222K	0.75%	28
2019 Q2	$1.35M	Hold	19,268	–	–	0.92%	24
2019 Q1	$1.35M	Buy	19,268 +1,376	+8%	+$95.9K	0.92%	24
2018 Q4	$1.13M	Buy	+17,892	New	+$1.26M	0.91%	25

Other funds holding VIOO

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Private Wealth Advisors (California)'s VIOO Position: Q1 2020 in Review

Private Wealth Advisors (California) sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2020, closing a stake of 16,388 shares — an estimated $1.25M sold.

Private Wealth Advisors (California) first reported a position in VIOO in Q4 2018 and held it in 5 quarters. The position peaked at $1.35M in Q2 2019. 119 funds tracked by Wall St. Rank hold VIOO as of Q1 2020.

Private Wealth Advisors (California) reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2020 after selling out during the quarter.
Private Wealth Advisors (California) sold 16,388 Vanguard S&P Small-Cap 600 ETF shares in Q1 2020, an estimated $1.25M.
Private Wealth Advisors (California) first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2018 and held it in 5 quarters.
Private Wealth Advisors (California)'s Vanguard S&P Small-Cap 600 ETF position peaked at $1.35M in Q2 2019.
119 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2020.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2020, filed 14 May 2020.