Moneta Group Investment Advisors’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 | $16M | Buy |
158,217
+67,444
| +74% | +$6.83M | 0.19% | 68 |
|
|
2025
Q1 | $8.76M | Sell |
90,773
-404
| -0.4% | -$39K | 0.12% | 100 |
|
|
2024
Q4 | $9.67M | Buy |
91,177
+1,793
| +2% | +$190K | 0.14% | 97 |
|
|
2024
Q3 | $9.67M | Buy |
89,384
+23
| +0% | +$2.49K | 0.14% | 92 |
|
|
2024
Q2 | $8.78M | Hold |
89,361
| – | – | 0.14% | 92 |
|
|
2024
Q1 | $9.07M | Buy |
89,361
+718
| +0.8% | +$72.9K | 0.15% | 89 |
|
|
2023
Q4 | $8.79M | Buy |
88,643
+71,183
| +408% | +$7.06M | 0.17% | 75 |
|
|
2023
Q3 | $1.53M | Hold |
17,460
| – | – | 0.03% | 188 |
|
|
2023
Q2 | $1.6M | Hold |
17,460
| – | – | 0.04% | 186 |
|
|
2023
Q1 | $1.55M | Buy |
17,460
+1,992
| +13% | +$177K | 0.04% | 186 |
|
|
2022
Q4 | $1.47M | Sell |
15,468
-1,130
| -7% | -$107K | 0.04% | 174 |
|
|
2022
Q3 | $1.34M | Sell |
16,598
-1,552
| -9% | -$125K | 0.05% | 165 |
|
|
2022
Q2 | $1.54M | Buy |
18,150
+1,496
| +9% | +$127K | 0.05% | 163 |
|
|
2022
Q1 | $1.65M | Buy |
16,654
+102
| +0.6% | +$10.1K | 0.06% | 153 |
|
|
2021
Q4 | $1.74M | Sell |
16,552
-2
| -0% | -$210 | 0.07% | 145 |
|
|
2021
Q3 | $1.67M | Buy |
16,554
+154
| +0.9% | +$15.5K | 0.08% | 140 |
|
|
2021
Q2 | $1.7M | Hold |
16,400
| – | – | 0.08% | 149 |
|
|
2021
Q1 | $1.63M | Buy |
16,400
+306
| +2% | +$30.4K | 0.09% | 139 |
|
|
2020
Q4 | $1.35M | Buy |
16,094
+2
| +0% | +$168 | 0.1% | 127 |
|
|
2020
Q3 | $1.04M | Sell |
16,092
-4
| -0% | -$258 | 0.09% | 119 |
|
|
2020
Q2 | $1.01M | Sell |
16,096
-124,556
| -89% | -$7.79M | 0.1% | 112 |
|
|
2020
Q1 | $7.21M | Buy |
+140,652
| New | +$7.21M | 0.75% | 38 |
|