WAP
VIOG icon

Wealthcare Advisory Partners’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Wealthcare Advisory Partners’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
2019
Q2 		– Sell
-250
Closed -$19K – 1360
2019
Q1 		$19K Hold
250
– – ﹤0.01% 675
2018
Q4 		$17K Buy
250
+50
+25% +$3.82K ﹤0.01% 667
2018
Q3 		$17K Buy
200
+70
+54% +$6.04K ﹤0.01% 724
2018
Q2 		$11K Buy
+130
New +$10.2K ﹤0.01% 813

Other funds holding VIOG

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthcare Advisory Partners's VIOG Position: Q2 2019 in Review

Wealthcare Advisory Partners sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q2 2019, closing a stake of 250 shares — an estimated $19K sold.

Wealthcare Advisory Partners first reported a position in VIOG in Q2 2018 and held it in 4 quarters. The position peaked at $19K in Q1 2019. 69 funds tracked by Wall St. Rank hold VIOG as of Q2 2019.

  • Wealthcare Advisory Partners reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 250 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2019, an estimated $19K.
  • Wealthcare Advisory Partners first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q2 2018 and held it in 4 quarters.
  • Wealthcare Advisory Partners's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $19K in Q1 2019.
  • 69 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2019, filed 30 Jul 2019.