Modera Wealth Management’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,400
| Closed | -$285K | – | 656 |
|
|
2025
Q1 | $285K | Hold |
3,400
| – | – | ﹤0.01% | 523 |
|
|
2024
Q4 | $317K | Hold |
3,400
| – | – | ﹤0.01% | 504 |
|
|
2024
Q3 | $314K | Hold |
3,400
| – | – | ﹤0.01% | 482 |
|
|
2024
Q2 | $284K | Hold |
3,400
| – | – | ﹤0.01% | 489 |
|
|
2024
Q1 | $301K | Hold |
3,400
| – | – | ﹤0.01% | 481 |
|
|
2023
Q4 | $301K | Hold |
3,400
| – | – | 0.01% | 470 |
|
|
2023
Q3 | $262K | Hold |
3,400
| – | – | ﹤0.01% | 476 |
|
|
2023
Q2 | $279K | Hold |
3,400
| – | – | 0.01% | 475 |
|
|
2023
Q1 | $275K | Hold |
3,400
| – | – | 0.01% | 298 |
|
|
2022
Q4 | $267K | Hold |
3,400
| – | – | 0.01% | 296 |
|
|
2022
Q3 | $243K | Hold |
3,400
| – | – | 0.01% | 278 |
|
|
2022
Q2 | $262K | Buy |
+3,400
| New | +$262K | 0.01% | 277 |
|