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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Gallagher Benefit Services Rolling Meadows, Illinois $476M AUM

Bank of America

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

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

RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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