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

Stapp 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
-32
Closed -$3K – 105
2022
Q3 		$3K Buy
+32
New +$3.09K 0.01% 85

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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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

Stapp Wealth Management sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q4 2022, closing a stake of 32 shares — an estimated $3K sold.

Stapp Wealth Management first reported a position in VIOG in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 97 funds tracked by Wall St. Rank hold VIOG as of Q4 2022.

  • Stapp Wealth Management reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Stapp Wealth Management sold 32 Vanguard S&P Small-Cap 600 Growth ETF shares in Q4 2022, an estimated $3K.
  • Stapp Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2022 and held it in 1 quarter.
  • Stapp Wealth Management's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $3K in Q3 2022.
  • 97 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.