Spire Wealth Management’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Spire Wealth Management’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
2022 Q4	–	Sell	-160	Closed	-$14K	–	2407
2022 Q3	$14K	Hold	160	–	–	﹤0.01%	1470
2022 Q2	$14K	Buy	160 +2	+1%	+$195	﹤0.01%	1812
2022 Q1	$17K	Hold	158	–	–	﹤0.01%	1883
2021 Q4	$19K	Buy	158 +2	+1%	+$235	﹤0.01%	2143
2021 Q3	$18K	Hold	156	–	–	﹤0.01%	1911
2021 Q2	$18K	Sell	156 -2	-1%	-$225	﹤0.01%	1923
2021 Q1	$17K	Buy	+158	New	+$17.3K	﹤0.01%	2225

Other funds holding VIOG

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LWP

LMG Wealth Partners Shreveport, Louisiana $626M AUM 36.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

DWA

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

RWP

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

Spire Wealth Management's VIOG Position: Q4 2022 in Review

Spire Wealth Management sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q4 2022, closing a stake of 160 shares — an estimated $14K sold.

Spire Wealth Management first reported a position in VIOG in Q1 2021 and held it in 7 quarters. The position peaked at $19K in Q4 2021. 97 funds tracked by Wall St. Rank hold VIOG as of Q4 2022.

Spire Wealth Management reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q4 2022 after selling out during the quarter.
Spire Wealth Management sold 160 Vanguard S&P Small-Cap 600 Growth ETF shares in Q4 2022, an estimated $14K.
Spire Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $19K in Q4 2021.
97 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.