Wealthspire Advisors (Maryland)’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Wealthspire Advisors (Maryland)’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	-288	Closed	-$22K	–	1984
2019 Q1	$22K	Buy	288 +2	+0.7%	+$152	﹤0.01%	1242
2018 Q4	$20K	Hold	286	–	–	﹤0.01%	1213
2018 Q3	$25K	Hold	286	–	–	﹤0.01%	1225
2018 Q2	$23K	Hold	286	–	–	﹤0.01%	1269
2018 Q1	$21K	Hold	286	–	–	﹤0.01%	1287
2017 Q4	$21K	Sell	286 -558	-66%	-$40K	﹤0.01%	1314
2017 Q3	$59K	Buy	844 +2	+0.2%	+$134	0.01%	913
2017 Q2	$56K	Buy	+842	New	+$55.5K	0.01%	911

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 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 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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VIOG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q2 2019, closing a stake of 288 shares — an estimated $22K sold.

Wealthspire Advisors (Maryland) first reported a position in VIOG in Q2 2017 and held it in 8 quarters. The position peaked at $59K in Q3 2017. 69 funds tracked by Wall St. Rank hold VIOG as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 288 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2019, an estimated $22K.
Wealthspire Advisors (Maryland) first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Vanguard S&P Small-Cap 600 Growth ETF position peaked at $59K in Q3 2017.
69 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.