EP Wealth Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Sell |
36,606
-105
| -0.3% | -$10.6K | 0.02% | 305 |
|
|
2025
Q1 | $3.54M | Sell |
36,711
-57
| -0.2% | -$5.5K | 0.03% | 267 |
|
|
2024
Q4 | $3.9M | Buy |
36,768
+43
| +0.1% | +$4.56K | 0.03% | 253 |
|
|
2024
Q3 | $3.97M | Buy |
36,725
+35,193
| +2,297% | +$3.81M | 0.03% | 248 |
|
|
2024
Q2 | $150K | Hold |
1,532
| – | – | ﹤0.01% | 789 |
|
|
2024
Q1 | $155K | Hold |
1,532
| – | – | ﹤0.01% | 762 |
|
|
2023
Q4 | $152K | Hold |
1,532
| – | – | ﹤0.01% | 746 |
|
|
2023
Q3 | $134K | Buy |
+1,532
| New | +$134K | ﹤0.01% | 708 |
|