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WealthCare Investment Partners’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

WealthCare Investment Partners’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
2022
Q2 		– Sell
-2,224
Closed -$216K – 116
2022
Q1 		$216K Sell
2,224
-384
-15% -$38K 0.19% 98
2021
Q4 		$274K Buy
+2,608
New +$274K 0.27% 85

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LPL Financial
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ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

WealthCare Investment Partners's VIOO Position: Q2 2022 in Review

WealthCare Investment Partners sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2022, closing a stake of 2,224 shares — an estimated $216K sold.

WealthCare Investment Partners first reported a position in VIOO in Q4 2021 and held it in 2 quarters. The position peaked at $274K in Q4 2021. 206 funds tracked by Wall St. Rank hold VIOO as of Q2 2022.

  • WealthCare Investment Partners reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2022 after selling out during the quarter.
  • WealthCare Investment Partners sold 2,224 Vanguard S&P Small-Cap 600 ETF shares in Q2 2022, an estimated $216K.
  • WealthCare Investment Partners first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2021 and held it in 2 quarters.
  • WealthCare Investment Partners's Vanguard S&P Small-Cap 600 ETF position peaked at $274K in Q4 2021.
  • 206 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2022.

Based on WealthCare Investment Partners's 13F filing for Q2 2022, filed 18 Jul 2022.