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Regent Peak Wealth Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-96
Closed -$7K – 963
2020
Q4 		$7K Buy
+96
New +$6.05K ﹤0.01% 618

Other funds holding VIOV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return

Regent Peak Wealth Advisors's VIOV Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q1 2021, closing a stake of 96 shares — an estimated $7K sold.

Regent Peak Wealth Advisors first reported a position in VIOV in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 125 funds tracked by Wall St. Rank hold VIOV as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 96 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2021, an estimated $7K.
  • Regent Peak Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $7K in Q4 2020.
  • 125 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.