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

EP Wealth 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
2025 Q2	$3.71M	Sell
2025 Q1	$3.54M	Sell
2024 Q4	$3.9M	Buy
2024 Q3	$3.97M	Buy
2024 Q2	$150K	Hold
2024 Q1	$155K	Hold
2023 Q4	$152K	Hold
2023 Q3	$134K	Buy