Moss Adams Wealth 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 | $12.7M | Buy |
125,867
+117,881
| +1,476% | +$11.9M | 1.16% | 14 |
|
|
2025
Q1 | $771K | Buy |
7,986
+1,688
| +27% | +$163K | 0.08% | 81 |
|
|
2024
Q4 | $668K | Hold |
6,298
| – | – | 0.07% | 83 |
|
|
2024
Q3 | $681K | Hold |
6,298
| – | – | 0.07% | 75 |
|
|
2024
Q2 | $619K | Sell |
6,298
-4,252
| -40% | -$418K | 0.09% | 70 |
|
|
2024
Q1 | $1.07M | Sell |
10,550
-9,275
| -47% | -$941K | 0.17% | 43 |
|
|
2023
Q4 | $1.97M | Buy |
19,825
+1,847
| +10% | +$183K | 0.41% | 24 |
|
|
2023
Q3 | $1.57M | Sell |
17,978
-23,576
| -57% | -$2.06M | 0.54% | 19 |
|
|
2023
Q2 | $3.82M | Buy |
41,554
+32,452
| +357% | +$2.98M | 1.25% | 11 |
|
|
2023
Q1 | $808K | Sell |
9,102
-2,570
| -22% | -$228K | 0.28% | 32 |
|
|
2022
Q4 | $1.01M | Buy |
+11,672
| New | +$1.01M | 0.51% | 34 |
|