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

Tyler-Stone Wealth Management’s Portfolio VIOO Stock Details VIOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-657	Closed	-$64.5K	–	919
2024 Q2	$64.5K	Hold	657	–	–	0.03%	339
2024 Q1	$66.7K	Hold	657	–	–	0.03%	332
2023 Q4	$65.2K	Sell	657 -21	-3%	-$1.87K	0.03%	327
2023 Q3	$59K	Hold	678	–	–	0.03%	325
2023 Q2	$62K	Buy	+678	New	+$59.4K	0.04%	315
2022 Q4	$54K	Sell	628 -24	-4%	-$2.13K	0.04%	306
2022 Q3	$53K	Hold	652	–	–	0.04%	296
2022 Q2	$55K	Buy	652 +278	+74%	+$25.4K	0.04%	306
2022 Q1	$37K	Hold	374	–	–	0.02%	387
2021 Q4	$39K	Buy	+374	New	+$39.3K	0.02%	397

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Tyler-Stone Wealth Management sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2024, closing a stake of 657 shares — an estimated $64.5K sold.

Tyler-Stone Wealth Management first reported a position in VIOO in Q4 2021 and held it in 10 quarters. The position peaked at $66.7K in Q1 2024. 304 funds tracked by Wall St. Rank hold VIOO as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 657 Vanguard S&P Small-Cap 600 ETF shares in Q3 2024, an estimated $64.5K.
Tyler-Stone Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $66.7K in Q1 2024.
304 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2024.

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