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Pursue Wealth Partners’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Pursue Wealth Partners’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
-120
Closed -$10.3K – 238
2022
Q1 		$10.3K Buy
+120
New +$10.6K ﹤0.01% 213

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 $477M AUM 26.7% 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

Pursue Wealth Partners's VIOV Position: Q2 2022 in Review

Pursue Wealth Partners sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2022, closing a stake of 120 shares — an estimated $10.3K sold.

Pursue Wealth Partners first reported a position in VIOV in Q1 2022 and held it in 1 quarter. The position peaked at $10.3K in Q1 2022. 129 funds tracked by Wall St. Rank hold VIOV as of Q2 2022.

  • Pursue Wealth Partners reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Pursue Wealth Partners sold 120 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2022, an estimated $10.3K.
  • Pursue Wealth Partners first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2022 and held it in 1 quarter.
  • Pursue Wealth Partners's Vanguard S&P Small-Cap 600 Value ETF position peaked at $10.3K 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 Pursue Wealth Partners's 13F filing for Q2 2022, filed 11 Aug 2022.