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

Prospera Financial Services’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
Q2 		– Sell
-700
Closed -$62K – 2581
2022
Q1 		$62K Buy
+700
New +$61.7K ﹤0.01% 1274
2020
Q4 		– Sell
-300
Closed -$16K – 1544
2020
Q3 		$16K Buy
+300
New +$16.3K 0.01% 972

Other funds holding VIOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RH
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
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Prospera Financial Services's VIOV Position: Q2 2022 in Review

Prospera Financial Services sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2022, closing a stake of 700 shares — an estimated $62K sold.

Prospera Financial Services first reported a position in VIOV in Q3 2020 and held it in 2 quarters. The position peaked at $62K in Q1 2022. 129 funds tracked by Wall St. Rank hold VIOV as of Q2 2022.

  • Prospera Financial Services reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 700 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2022, an estimated $62K.
  • Prospera Financial Services first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's Vanguard S&P Small-Cap 600 Value ETF position peaked at $62K in Q1 2022.
  • 129 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.