Modera Wealth Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Hold |
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|
2025
Q1 | $473K | Hold |
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|
2024
Q4 | $520K | Hold |
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|
2024
Q3 | $531K | Hold |
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|
2024
Q2 | $482K | Hold |
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|
2024
Q1 | $498K | Hold |
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|
2023
Q4 | $487K | Hold |
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|
2023
Q3 | $429K | Sell |
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|
2023
Q2 | $490K | Sell |
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|
2023
Q1 | $502K | Hold |
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|
2022
Q4 | $490K | Hold |
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|
2022
Q3 | $456K | Hold |
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|
2022
Q2 | $481K | Buy |
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