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

Erts Wealth Advisors, LLC

  • $514 Million
  • Q1 2025

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 3,583 shares of VIOG stock, worth $358,765. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,583
Previous 3,663 2.18%
Holding current value
$358,765
Previous $426,000 10.33%
% of portfolio
0.07%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$103.96 - $122.36 $8,316 - $9,788
-80 Reduced 2.18%
3,583 $382,000
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
171
Shares Held
3.21M
Call Options Held
2.3K
Put Options Held
0
View Full List

About VANGUARD S&P SMALL CAP 600 GRO

VIOG Quotes by TradingView
  • Ticker VIOG
  • Sector ETFs
  • Industry ETFs
More about VIOG
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