EP Wealth Advisors’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $125K | Hold |
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|
2022
Q1 | $149K | Sell |
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|
2021
Q4 | $357K | Hold |
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|
2021
Q3 | $335K | Sell |
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|
2021
Q2 | $370K | Buy |
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|
2021
Q1 | $330K | Hold |
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|
2020
Q4 | $293K | Sell |
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|
2020
Q3 | $249K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $353K | Sell |
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|
2019
Q4 | $814K | Buy |
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