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

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-310	Closed	-$20K	–	1986
2019 Q1	$20K	Hold	310	–	–	﹤0.01%	1285
2018 Q4	$18K	Sell	310 -2,740	-90%	-$175K	﹤0.01%	1253
2018 Q3	$219K	Buy	3,050 +10	+0.3%	+$729	0.02%	431
2018 Q2	$214K	Sell	3,040 -184	-6%	-$12.7K	0.02%	447
2018 Q1	$210K	Hold	3,224	–	–	0.02%	451
2017 Q4	$213K	Buy	3,224 +26	+0.8%	+$1.69K	0.02%	461
2017 Q3	$205K	Buy	3,198 +10	+0.3%	+$602	0.02%	465
2017 Q2	$193K	Buy	+3,188	New	+$190K	0.02%	460

Other funds holding VIOV

ODIJL

One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

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

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

Wealthspire Advisors (Maryland) sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2019, closing a stake of 310 shares — an estimated $20K sold.

Wealthspire Advisors (Maryland) first reported a position in VIOV in Q2 2017 and held it in 8 quarters. The position peaked at $219K in Q3 2018. 65 funds tracked by Wall St. Rank hold VIOV as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 310 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2019, an estimated $20K.
Wealthspire Advisors (Maryland) first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Vanguard S&P Small-Cap 600 Value ETF position peaked at $219K in Q3 2018.
65 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2019.

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