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

Wealthcare Advisory Partners’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
2021 Q3	–	Sell	-5,832	Closed	-$532K	–	584
2021 Q2	$532K	Buy	5,832 +124	+2%	+$11.2K	0.04%	312
2021 Q1	$497K	Buy	5,708 +1,480	+35%	+$121K	0.04%	290
2020 Q4	$297K	Buy	4,228 +24	+0.6%	+$1.51K	0.03%	322
2020 Q3	$223K	Buy	4,204 +178	+4%	+$9.69K	0.02%	318
2020 Q2	$210K	Hold	4,026	–	–	0.03%	292
2020 Q1	$174K	Buy	4,026 +2,166	+116%	+$130K	0.03%	282
2019 Q4	$129K	Hold	1,860	–	–	0.02%	355
2019 Q3	$121K	Hold	1,860	–	–	0.02%	345
2019 Q2	$119K	Buy	1,860 +550	+42%	+$35.2K	0.02%	348
2019 Q1	$83K	Hold	1,310	–	–	0.01%	370
2018 Q4	$74K	Hold	1,310	–	–	0.01%	358
2018 Q3	$94K	Buy	+1,310	New	+$95.5K	0.02%	349

Other funds holding VIOV

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

BWM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 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

Wealthcare Advisory Partners's VIOV Position: Q3 2021 in Review

Wealthcare Advisory Partners sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q3 2021, closing a stake of 5,832 shares — an estimated $532K sold.

Wealthcare Advisory Partners first reported a position in VIOV in Q3 2018 and held it in 12 quarters. The position peaked at $532K in Q2 2021. 127 funds tracked by Wall St. Rank hold VIOV as of Q3 2021.

Wealthcare Advisory Partners reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q3 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 5,832 Vanguard S&P Small-Cap 600 Value ETF shares in Q3 2021, an estimated $532K.
Wealthcare Advisory Partners first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2018 and held it in 12 quarters.
Wealthcare Advisory Partners's Vanguard S&P Small-Cap 600 Value ETF position peaked at $532K in Q2 2021.
127 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2021, filed 15 Nov 2021.