Modera Wealth Management’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 | $497K | Hold |
4,906
| – | – | 0.01% | 451 |
|
|
2025
Q1 | $473K | Hold |
4,906
| – | – | 0.01% | 446 |
|
|
2024
Q4 | $520K | Hold |
4,906
| – | – | 0.01% | 430 |
|
|
2024
Q3 | $531K | Hold |
4,906
| – | – | 0.01% | 400 |
|
|
2024
Q2 | $482K | Hold |
4,906
| – | – | 0.01% | 397 |
|
|
2024
Q1 | $498K | Hold |
4,906
| – | – | 0.01% | 391 |
|
|
2023
Q4 | $487K | Hold |
4,906
| – | – | 0.01% | 380 |
|
|
2023
Q3 | $429K | Sell |
4,906
-422
| -8% | -$36.9K | 0.01% | 381 |
|
|
2023
Q2 | $490K | Sell |
5,328
-324
| -6% | -$29.8K | 0.01% | 383 |
|
|
2023
Q1 | $502K | Hold |
5,652
| – | – | 0.02% | 215 |
|
|
2022
Q4 | $490K | Hold |
5,652
| – | – | 0.02% | 217 |
|
|
2022
Q3 | $456K | Hold |
5,652
| – | – | 0.02% | 195 |
|
|
2022
Q2 | $481K | Buy |
+5,652
| New | +$481K | 0.02% | 196 |
|