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

Professional Financial Advisors’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
2022 Q4	–	Sell	-574	Closed	-$41K	–	448
2022 Q3	$41K	Sell	574 -10	-2%	-$801	0.03%	158
2022 Q2	$45K	Buy	584 +2	+0.3%	+$166	0.03%	153
2022 Q1	$52K	Buy	582 +42	+8%	+$3.7K	0.02%	143
2021 Q4	$49K	Buy	540 +16	+3%	+$1.45K	0.02%	170
2021 Q3	$46K	Hold	524	–	–	0.03%	143
2021 Q2	$47K	Buy	524 +2	+0.4%	+$181	0.03%	144
2021 Q1	$45K	Buy	522 +36	+7%	+$2.94K	0.03%	134
2020 Q4	$34K	Buy	486 +2	+0.4%	+$126	0.03%	150
2020 Q3	$27K	Buy	+484	New	+$26.4K	0.03%	147

Other funds holding VIOV

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

GBS

Gallagher Benefit Services Rolling Meadows, Illinois $476M AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Professional Financial Advisors's VIOV Position: Q4 2022 in Review

Professional Financial Advisors sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q4 2022, closing a stake of 574 shares — an estimated $41K sold.

Professional Financial Advisors first reported a position in VIOV in Q3 2020 and held it in 9 quarters. The position peaked at $52K in Q1 2022. 152 funds tracked by Wall St. Rank hold VIOV as of Q4 2022.

Professional Financial Advisors reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 574 Vanguard S&P Small-Cap 600 Value ETF shares in Q4 2022, an estimated $41K.
Professional Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $52K in Q1 2022.
152 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.