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

V Wealth Advisors’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
2022 Q2	–	Sell	-5,292	Closed	-$469K	–	470
2022 Q1	$469K	Sell	5,292 -44	-0.8%	-$3.88K	0.08%	254
2021 Q4	$482K	Buy	5,336 +108	+2%	+$9.79K	0.07%	262
2021 Q3	$455K	Sell	5,228 -254	-5%	-$22.2K	0.07%	283
2021 Q2	$500K	Buy	5,482 +334	+6%	+$30.2K	0.08%	273
2021 Q1	$448K	Buy	+5,148	New	+$421K	0.08%	265

Other funds holding VIOV

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

V Wealth Advisors's VIOV Position: Q2 2022 in Review

V Wealth Advisors sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2022, closing a stake of 5,292 shares — an estimated $469K sold.

V Wealth Advisors first reported a position in VIOV in Q1 2021 and held it in 5 quarters. The position peaked at $500K in Q2 2021. 129 funds tracked by Wall St. Rank hold VIOV as of Q2 2022.

V Wealth Advisors reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2022 after selling out during the quarter.
V Wealth Advisors sold 5,292 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2022, an estimated $469K.
V Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2021 and held it in 5 quarters.
V Wealth Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $500K in Q2 2021.
129 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2022.

Based on V Wealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.