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

Tyler-Stone 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
2024
Q3 		– Sell
-237
Closed -$26.1K – 918
2024
Q2 		$26.1K Buy
237
+63
+36% +$6.93K 0.01% 478
2024
Q1 		$19.6K Sell
174
-85
-33% -$9.12K 0.01% 528
2023
Q4 		$27.9K Buy
259
+156
+151% +$15.1K 0.01% 453
2023
Q3 		$10K Buy
+103
New +$10.2K 0.01% 623

Other funds holding VIOG

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

Tyler-Stone Wealth Management's VIOG Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q3 2024, closing a stake of 237 shares — an estimated $26.1K sold.

Tyler-Stone Wealth Management first reported a position in VIOG in Q3 2023 and held it in 4 quarters. The position peaked at $27.9K in Q4 2023. 157 funds tracked by Wall St. Rank hold VIOG as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 237 Vanguard S&P Small-Cap 600 Growth ETF shares in Q3 2024, an estimated $26.1K.
  • Tyler-Stone Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2023 and held it in 4 quarters.
  • Tyler-Stone Wealth Management's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $27.9K in Q4 2023.
  • 157 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.