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Salem Investment Counselors’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Salem Investment Counselors’s Portfolio VIOG Stock Details VIOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-125
Closed -$12.4K – 1180
2023
Q2 		$12.4K Buy
125
+25
+25% +$2.35K ﹤0.01% 792
2023
Q1 		$9.47K Buy
+100
New +$9.71K ﹤0.01% 824

Other funds holding VIOG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Salem Investment Counselors's VIOG Position: Q3 2023 in Review

Salem Investment Counselors sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q3 2023, closing a stake of 125 shares — an estimated $12.4K sold.

Salem Investment Counselors first reported a position in VIOG in Q1 2023 and held it in 2 quarters. The position peaked at $12.4K in Q2 2023. 106 funds tracked by Wall St. Rank hold VIOG as of Q3 2023.

  • Salem Investment Counselors reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 125 Vanguard S&P Small-Cap 600 Growth ETF shares in Q3 2023, an estimated $12.4K.
  • Salem Investment Counselors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2023 and held it in 2 quarters.
  • Salem Investment Counselors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $12.4K in Q2 2023.
  • 106 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q3 2023.

Based on Salem Investment Counselors's 13F filing for Q3 2023, filed 4 Oct 2023.