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WESPAC Advisors SoCal’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

WESPAC Advisors SoCal’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
2019
Q2 		– Sell
-66
Closed -$4K – 299
2019
Q1 		$4K Buy
+66
New +$4.6K ﹤0.01% 300
2018
Q4 		– Hold
0
– – – 295
2018
Q3 		– Hold
0
– – – 267

Other funds holding VIOO

BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
RGI
River Global Investors London, United Kingdom $515M AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

WESPAC Advisors SoCal's VIOO Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2019, closing a stake of 66 shares — an estimated $4K sold.

WESPAC Advisors SoCal first reported a position in VIOO in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 119 funds tracked by Wall St. Rank hold VIOO as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 66 Vanguard S&P Small-Cap 600 ETF shares in Q2 2019, an estimated $4K.
  • WESPAC Advisors SoCal first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2019 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Vanguard S&P Small-Cap 600 ETF position peaked at $4K in Q1 2019.
  • 119 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.