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