Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Wealth Enhancement Advisory Services’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
2026 Q2	$4.87M	Buy	32,531 +2,392	+8%	+$333K	0.01%	1018
2026 Q1	$3.8M	Buy	30,139 +26,066	+640%	+$3.32M	0.01%	1037
2025 Q4	$513K	Hold	4,073	–	–	﹤0.01%	2459
2025 Q3	$493K	Buy	4,073 +259	+7%	+$30.7K	﹤0.01%	2382
2025 Q2	$448K	Buy	+3,814	New	+$411K	﹤0.01%	2309

Other funds holding VIOG

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Crescent Sterling Metairie, Louisiana $112M AUM 26.76% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return