Moneta Group Investment Advisors LLC Vanguard S&P Small Cap 600 Val Transaction History

Moneta Group Investment Advisors LLC

  • $7.15 Billion
  • Q1 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 168,599 shares of VIOV stock, worth $15.1 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
168,599
Previous 169,142 0.32%
Holding current value
$15.1 Million
Previous $15.8 Million 10.38%
% of portfolio
0.2%
Previous 0.22%

Shares

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

May 15, 2025
SELL
$82.81 - $96.53 $44,965 - $52,415
-543 Reduced 0.32%
168,599 $14.1 Million
Q4 2024

Feb 11, 2025
BUY
$89.88 - $101.38 $191,084 - $215,533
2,126 Added 1.27%
169,142 $15.8 Million
Q2 2024

Aug 13, 2024
BUY
$80.92 - $87.9 $77,116 - $83,768
953 Added 0.57%
167,016 $14 Million
Q4 2023

Feb 15, 2024
BUY
$70.88 - $89.92 $11.8 Million - $14.9 Million
166,063 New
166,063 $14.7 Million

Others Institutions Holding VIOV

# of Institutions
201
Shares Held
6.82M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P SMALL CAP 600 VAL

VIOV Quotes by TradingView
  • Ticker VIOV
  • Sector ETFs
  • Industry ETFs
More about VIOV
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email