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

WestHill Financial Advisors’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
2023 Q4	–	Sell	-1,234	Closed	-$108K	–	110
2023 Q3	$108K	Hold	1,234	–	–	0.03%	76
2023 Q2	$113K	Hold	1,234	–	–	0.03%	73
2023 Q1	$110K	Hold	1,234	–	–	0.03%	74
2022 Q4	$107K	Hold	1,234	–	–	0.03%	75
2022 Q3	$100K	Hold	1,234	–	–	0.03%	70
2022 Q2	$105K	Hold	1,234	–	–	0.03%	74
2022 Q1	$122K	Sell	1,234 -412	-25%	-$40.8K	0.04%	80
2021 Q4	$173K	Hold	1,646	–	–	0.05%	77
2021 Q3	$166K	Buy	+1,646	New	+$166K	0.05%	63
2021 Q1	$164K	Sell	1,646 -52	-3%	-$4.97K	0.06%	54
2020 Q4	$142K	Buy	+1,698	New	+$128K	0.06%	55

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BWM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

WestHill Financial Advisors's VIOO Position: Q4 2023 in Review

WestHill Financial Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q4 2023, closing a stake of 1,234 shares — an estimated $108K sold.

WestHill Financial Advisors first reported a position in VIOO in Q4 2020 and held it in 11 quarters. The position peaked at $173K in Q4 2021. 286 funds tracked by Wall St. Rank hold VIOO as of Q4 2023.

WestHill Financial Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 1,234 Vanguard S&P Small-Cap 600 ETF shares in Q4 2023, an estimated $108K.
WestHill Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2020 and held it in 11 quarters.
WestHill Financial Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $173K in Q4 2021.
286 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.