360 Financial’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,483
Closed -$263K 88
2024
Q4
$263K Sell
2,483
-58
-2% -$6.15K 0.1% 67
2024
Q3
$275K Sell
2,541
-109
-4% -$11.8K 0.1% 68
2024
Q2
$260K Sell
2,650
-473
-15% -$46.4K 0.1% 73
2024
Q1
$317K Sell
3,123
-149
-5% -$15.1K 0.12% 65
2023
Q4
$325K Buy
3,272
+236
+8% +$23.4K 0.14% 63
2023
Q3
$262K Sell
3,036
-292
-9% -$25.2K 0.16% 55
2023
Q2
$306K Sell
3,328
-71
-2% -$6.52K 0.16% 64
2023
Q1
$302K Sell
3,399
-163
-5% -$14.5K 0.16% 68
2022
Q4
$287K Hold
3,562
0.19% 66
2022
Q3
$287K Buy
3,562
+258
+8% +$20.8K 0.19% 65
2022
Q2
$296K Sell
3,304
-654
-17% -$58.6K 0.18% 58
2022
Q1
$395K Sell
3,958
-116
-3% -$11.6K 0.19% 61
2021
Q4
$428K Buy
4,074
+32
+0.8% +$3.36K 0.2% 58
2021
Q3
$407K Sell
4,042
-96
-2% -$9.67K 0.21% 55
2021
Q2
$429K Buy
4,138
+36
+0.9% +$3.73K 0.22% 55
2021
Q1
$408K Buy
4,102
+150
+4% +$14.9K 0.23% 48
2020
Q4
$331K Sell
3,952
-2,844
-42% -$238K 0.2% 55
2020
Q3
$439K Sell
6,796
-642
-9% -$41.5K 0.31% 38
2020
Q2
$456K Sell
7,438
-7,008
-49% -$430K 0.38% 34
2020
Q1
$740K Sell
14,446
-28
-0.2% -$1.43K 0.78% 20
2019
Q4
$1.09M Buy
+14,474
New +$1.09M 0.8% 19