Erts Wealth Advisors, LLC Vanguard S&P Small Cap 600 Gro Transaction History

Erts Wealth Advisors, LLC

$529 Million
Q4 2024

A detailed history of Erts Wealth Advisors, LLC transactions in Vanguard S&P Small Cap 600 Gro stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 3,663 shares of VIOG stock, worth $388,827. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,663

Previous 3,816 4.01%

Holding current value

$388,827

Previous $457,000 6.78%

% of portfolio

0.08%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$115.64 - $129.74 $17,692 - $19,850	-153 Reduced 4.01%	3,663 $426,000
Q1 2024 Apr 23, 2024	SELL	$103.13 - $112.43 $78,069 - $85,109	-757 Reduced 16.55%	3,816 $429,000
Q4 2023 Jan 23, 2024	SELL	$88.58 - $109.44 $46,858 - $57,893	-529 Reduced 10.37%	4,573 $492,000
Q3 2023 Oct 16, 2023	SELL	$93.72 - $104.07 $18,744 - $20,814	-200 Reduced 3.77%	5,102 $481,000
Q2 2023 Jul 17, 2023	SELL	$89.77 - $99.21 $21,903 - $24,207	-244 Reduced 4.4%	5,302 $525,000
Q1 2023 Apr 18, 2023	BUY	$91.22 - $207.34 $225,404 - $512,337	2,471 Added 80.36%	5,546 $525,000
Q4 2022 Jan 27, 2023	BUY	$88.74 - $201.72 $59,455 - $135,152	670 Added 27.86%	3,075 $573,000
Q3 2022 Nov 08, 2022	SELL	$87.19 - $106.12 $10,288 - $12,522	-118 Reduced 4.68%	2,405 $421,000
Q2 2022 Aug 08, 2022	BUY	$87.36 - $108.94 $220,409 - $274,855	2,523 New	2,523 $0

Others Institutions Holding VIOG

# of Institutions

172

Shares Held

3.21M

Call Options Held

2.3K

Put Options Held

View Full List

About VANGUARD S&P SMALL CAP 600 GRO

Ticker VIOG
Sector ETFs
Industry ETFs

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Erts Wealth Advisors, LLC Vanguard S&P Small Cap 600 Gro Transaction History