Moneta Group Investment Advisors’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.47M | Sell |
39,103
-141,769
| -78% | -$16.2M | 0.05% | 147 |
|
2025
Q1 | $19.3M | Buy |
180,872
+347
| +0.2% | +$37.1K | 0.27% | 60 |
|
2024
Q4 | $21M | Buy |
180,525
+643
| +0.4% | +$74.8K | 0.29% | 56 |
|
2024
Q3 | $21.5M | Hold |
179,882
| – | – | 0.31% | 53 |
|
2024
Q2 | $19.8M | Buy |
179,882
+133
| +0.1% | +$14.7K | 0.32% | 55 |
|
2024
Q1 | $20.2M | Sell |
179,749
-1,994
| -1% | -$224K | 0.33% | 55 |
|
2023
Q4 | $19.6M | Buy |
181,743
+175,771
| +2,943% | +$18.9M | 0.39% | 48 |
|
2023
Q3 | $563K | Hold |
5,972
| – | – | 0.01% | 289 |
|
2023
Q2 | $592K | Hold |
5,972
| – | – | 0.01% | 290 |
|
2023
Q1 | $566K | Buy |
5,972
+396
| +7% | +$37.5K | 0.01% | 297 |
|
2022
Q4 | $557K | Sell |
5,576
-398
| -7% | -$39.7K | 0.02% | 277 |
|
2022
Q3 | $523K | Sell |
5,974
-648
| -10% | -$56.7K | 0.02% | 268 |
|
2022
Q2 | $599K | Buy |
6,622
+648
| +11% | +$58.6K | 0.02% | 277 |
|
2022
Q1 | $645K | Buy |
5,974
+4
| +0.1% | +$432 | 0.03% | 260 |
|
2021
Q4 | $714K | Sell |
5,970
-4
| -0.1% | -$478 | 0.03% | 248 |
|
2021
Q3 | $671K | Buy |
5,974
+2
| +0% | +$225 | 0.03% | 239 |
|
2021
Q2 | $683K | Hold |
5,972
| – | – | 0.03% | 239 |
|
2021
Q1 | $660K | Buy |
+5,972
| New | +$660K | 0.03% | 222 |
|