Mosaic Family Wealth Partners’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 | $1.21M | Buy |
10,614
+189
| +2% | +$21.6K | 0.15% | 69 |
|
2025
Q1 | $1.11M | Buy |
10,425
+1
| +0% | +$107 | 0.16% | 69 |
|
2024
Q4 | $1.21M | Buy |
10,424
+2
| +0% | +$233 | 0.17% | 61 |
|
2024
Q3 | $1.25M | Buy |
10,422
+235
| +2% | +$28.1K | 0.19% | 61 |
|
2024
Q2 | $1.12M | Sell |
10,187
-23
| -0.2% | -$2.54K | 0.18% | 63 |
|
2024
Q1 | $1.15M | Sell |
10,210
-989
| -9% | -$111K | 0.19% | 62 |
|
2023
Q4 | $1.21M | Buy |
11,199
+384
| +4% | +$41.3K | 0.21% | 56 |
|
2023
Q3 | $1.02M | Buy |
10,815
+452
| +4% | +$42.6K | 0.2% | 53 |
|
2023
Q2 | $1.03M | Sell |
10,363
-854
| -8% | -$84.6K | 0.2% | 56 |
|
2023
Q1 | $1.06M | Sell |
11,217
-671
| -6% | -$63.6K | 0.22% | 52 |
|
2022
Q4 | $1.11M | Buy |
+11,888
| New | +$1.11M | 0.31% | 52 |
|