Stone Point Wealth LLC Vanguard S&P Small Cap 600 Val Transaction History

Stone Point Wealth LLC

  • $305 Million
  • Q3 2024

A detailed history of Stone Point Wealth LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Stone Point Wealth LLC holds 4,237 shares of VIOV stock, worth $423,784. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,237
Previous 4,420 4.14%
Holding current value
$423,784
Previous $369,000 5.96%
% of portfolio
0.13%
Previous 0.13%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$82.38 - $93.84 $15,075 - $17,172
-183 Reduced 4.14%
4,237 $391,000
Q2 2024

Jul 30, 2024
SELL
$80.92 - $87.9 $5,826 - $6,328
-72 Reduced 1.6%
4,420 $369,000
Q1 2024

May 01, 2024
SELL
$82.31 - $88.42 $8,642 - $9,284
-105 Reduced 2.28%
4,492 $397,000
Q4 2023

Jan 26, 2024
SELL
$70.88 - $89.92 $57,058 - $72,385
-805 Reduced 14.9%
4,597 $406,000
Q3 2023

Oct 25, 2023
BUY
$76.16 - $87.03 $35,642 - $40,730
468 Added 9.49%
5,402 $416,000
Q2 2023

Jul 25, 2023
BUY
$75.67 - $82.89 $67,497 - $73,937
892 Added 22.07%
4,934 $405,000
Q1 2023

Apr 20, 2023
BUY
$76.95 - $184.17 $155,900 - $373,128
2,026 Added 100.5%
4,042 $326,000
Q2 2022

Jul 19, 2022
BUY
$74.83 - $89.39 $1,346 - $1,609
18 Added 0.9%
2,016 $310,000
Q1 2022

Apr 29, 2022
SELL
$83.93 - $92.65 $2,350 - $2,594
-28 Reduced 1.38%
1,998 $357,000
Q4 2021

Feb 10, 2022
BUY
$85.88 - $95.79 $173,992 - $194,070
2,026 New
2,026 $365,000

Others Institutions Holding VIOV

# of Institutions
184
Shares Held
6.3M
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
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