EP Wealth Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Hold |
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|
2025
Q1 | $2.15M | Hold |
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|
2024
Q4 | $2.39M | Hold |
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|
2024
Q3 | $2.37M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $114K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $164K | Sell |
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|
2022
Q1 | $309K | Sell |
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|
2021
Q4 | $405K | Hold |
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|
2021
Q3 | $391K | Hold |
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|
2021
Q2 | $409K | Hold |
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|
2021
Q1 | $391K | Hold |
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|
2020
Q4 | $315K | Sell |
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|
2020
Q3 | $283K | Sell |
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|
2020
Q2 | $484K | Sell |
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|
2020
Q1 | $627K | Sell |
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|
2019
Q4 | $1.52M | Buy |
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|
2019
Q3 | $269K | Buy |
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