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SeaCrest Wealth Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

SeaCrest Wealth Management’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-380
Closed -$32K – 1490
2022
Q2 		$32K Buy
+380
New +$34.7K ﹤0.01% 1307

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SeaCrest Wealth Management's VIOO Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2022, closing a stake of 380 shares — an estimated $32K sold.

SeaCrest Wealth Management first reported a position in VIOO in Q2 2022 and held it in 1 quarter. The position peaked at $32K in Q2 2022. 203 funds tracked by Wall St. Rank hold VIOO as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 380 Vanguard S&P Small-Cap 600 ETF shares in Q3 2022, an estimated $32K.
  • SeaCrest Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $32K in Q2 2022.
  • 203 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.