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TritonPoint Wealth’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

TritonPoint Wealth’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,840
Closed -$251K – 326
2023
Q4 		$251K Buy
+2,840
New +$223K 0.02% 299

Other funds holding VIOV

NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

TritonPoint Wealth's VIOV Position: Q1 2024 in Review

TritonPoint Wealth sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q1 2024, closing a stake of 2,840 shares — an estimated $251K sold.

TritonPoint Wealth first reported a position in VIOV in Q4 2023 and held it in 1 quarter. The position peaked at $251K in Q4 2023. 172 funds tracked by Wall St. Rank hold VIOV as of Q1 2024.

  • TritonPoint Wealth reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q1 2024 after selling out during the quarter.
  • TritonPoint Wealth sold 2,840 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2024, an estimated $251K.
  • TritonPoint Wealth first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2023 and held it in 1 quarter.
  • TritonPoint Wealth's Vanguard S&P Small-Cap 600 Value ETF position peaked at $251K in Q4 2023.
  • 172 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2024.

Based on TritonPoint Wealth's 13F filing for Q1 2024, filed 25 Apr 2024.