Sowell Financial Services’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-3,334	Closed	-$373K	–	2659
2021 Q1	$373K	Buy	3,334 +1,934	+138%	+$212K	0.01%	758
2020 Q4	$138K	Buy	1,400 +762	+119%	+$67K	0.01%	1021
2020 Q3	$49K	Sell	638 -8	-1%	-$616	﹤0.01%	1215
2020 Q2	$47K	Hold	646	–	–	﹤0.01%	1178
2020 Q1	$38K	Sell	646 -140	-18%	-$10.6K	﹤0.01%	1144
2019 Q4	$65K	Sell	786 -10	-1%	-$793	0.01%	1061
2019 Q3	$61K	Buy	+796	New	+$61.7K	0.01%	951

Other funds holding VIOG

RWP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

DWA

Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Sowell Financial Services's VIOG Position: Q2 2021 in Review

Sowell Financial Services sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q2 2021, closing a stake of 3,334 shares — an estimated $373K sold.

Sowell Financial Services first reported a position in VIOG in Q3 2019 and held it in 7 quarters. The position peaked at $373K in Q1 2021. 83 funds tracked by Wall St. Rank hold VIOG as of Q2 2021.

Sowell Financial Services reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 3,334 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2021, an estimated $373K.
Sowell Financial Services first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $373K in Q1 2021.
83 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.