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WMG Financial Advisors’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

WMG Financial Advisors’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
2022
Q2 		– Sell
-4,314
Closed -$466K – 181
2022
Q1 		$466K Sell
4,314
-494
-10% -$53.6K 0.34% 74
2021
Q4 		$574K Buy
+4,808
New +$564K 0.45% 57

Other funds holding VIOG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WMG Financial Advisors's VIOG Position: Q2 2022 in Review

WMG Financial Advisors sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q2 2022, closing a stake of 4,314 shares — an estimated $466K sold.

WMG Financial Advisors first reported a position in VIOG in Q4 2021 and held it in 2 quarters. The position peaked at $574K in Q4 2021. 86 funds tracked by Wall St. Rank hold VIOG as of Q2 2022.

  • WMG Financial Advisors reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • WMG Financial Advisors sold 4,314 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2022, an estimated $466K.
  • WMG Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2021 and held it in 2 quarters.
  • WMG Financial Advisors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $574K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2022.

Based on WMG Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.