Number of Shares
103,387.00
Current Holdings Value*
$8.85 Mil
% of Portfolio
1.73%
Total Estimate Gain
$438,806.09
% of Total Estimate Gain
4.20%

RIVERSEDGE ADVISORS, LLC's Vanguard S&P Small-Cap 600 Value ETF Holding Summary

As of 2025-06-30, RIVERSEDGE ADVISORS, LLC held 103,387.00 shares of Vanguard S&P Small-Cap 600 Value ETF(VIOV), totaling $8.85 Mil. This investment constitutes 1.73% of their stock portfolio, and RIVERSEDGE ADVISORS, LLC now holds 0.76% of the outstanding Vanguard S&P Small-Cap 600 Value ETF(VIOV) stock.

The initial trade took place in 2021Q3. And since then RIVERSEDGE ADVISORS, LLC has made 6 purchases of VIOV, at an average price of $84.74, for a total of 123,223.00 shares. In addition, there have been 10 sales at an average price of $84.03 for 19,836.00 shares. Based on historical transaction data and VIOV's current price of $89.12, RIVERSEDGE ADVISORS, LLC's estimated gain on his VIOV holdings is $438,806.09, reflecting a 4.20% gain to date.

RIVERSEDGE ADVISORS, LLC VIOV ($89.12) Holding Chart

RIVERSEDGE ADVISORS, LLC VIOV ($89.12) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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