Accel Wealth Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $470K | Sell |
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|
2025
Q2 | $436K | Hold |
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|
2025
Q1 | $415K | Hold |
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|
2024
Q4 | $456K | Buy |
|
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|
2024
Q3 | $465K | Hold |
|
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|
2024
Q2 | $422K | Buy |
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|
2024
Q1 | $426K | Buy |
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|
2023
Q4 | $327K | Buy |
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|
2023
Q3 | $288K | Sell |
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|
2023
Q2 | $324K | Hold |
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|
2023
Q1 | $313K | Buy |
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|
2022
Q4 | $275K | Hold |
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|
2022
Q3 | $272K | Sell |
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|
2022
Q2 | $275K | Sell |
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|
2022
Q1 | $334K | Sell |
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|
2021
Q4 | $367K | Buy |
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|
2021
Q3 | $352K | Hold |
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|
2021
Q2 | $362K | Hold |
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|
2021
Q1 | $347K | Sell |
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|
2020
Q4 | $347K | Buy |
|