Signature Estate & Investment Advisors’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Signature Estate & Investment Advisors’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
2020 Q1	–	Sell	-3,912	Closed	-$324K	–	162
2019 Q4	$324K	Sell	3,912 -82	-2%	-$6.5K	0.02%	130
2019 Q3	$307K	Sell	3,994 -378	-9%	-$29.3K	0.02%	129
2019 Q2	$342K	Sell	4,372 -84	-2%	-$6.49K	0.02%	127
2019 Q1	$342K	Buy	4,456 +154	+4%	+$11.7K	0.02%	130
2018 Q4	$298K	Buy	+4,302	New	+$329K	0.03%	130

Other funds holding VIOG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Signature Estate & Investment Advisors's VIOG Position: Q1 2020 in Review

Signature Estate & Investment Advisors sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2020, closing a stake of 3,912 shares — an estimated $324K sold.

Signature Estate & Investment Advisors first reported a position in VIOG in Q4 2018 and held it in 5 quarters. The position peaked at $342K in Q2 2019. 61 funds tracked by Wall St. Rank hold VIOG as of Q1 2020.

Signature Estate & Investment Advisors reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2020 after selling out during the quarter.
Signature Estate & Investment Advisors sold 3,912 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2020, an estimated $324K.
Signature Estate & Investment Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2018 and held it in 5 quarters.
Signature Estate & Investment Advisors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $342K in Q2 2019.
61 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2020.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2020, filed 7 May 2020.