Accel Wealth Management’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
Q2 | $436K | Hold |
4,304
| – | – | 0.15% | 154 |
|
|
2025
Q1 | $415K | Hold |
4,304
| – | – | 0.15% | 140 |
|
|
2024
Q4 | $456K | Buy |
4,304
+3
| +0.1% | +$318 | 0.17% | 136 |
|
|
2024
Q3 | $465K | Hold |
4,301
| – | – | 0.17% | 135 |
|
|
2024
Q2 | $422K | Buy |
4,301
+100
| +2% | +$9.82K | 0.17% | 128 |
|
|
2024
Q1 | $426K | Buy |
4,201
+902
| +27% | +$91.5K | 0.18% | 124 |
|
|
2023
Q4 | $327K | Buy |
3,299
+4
| +0.1% | +$397 | 0.16% | 131 |
|
|
2023
Q3 | $288K | Sell |
3,295
-228
| -6% | -$19.9K | 0.16% | 126 |
|
|
2023
Q2 | $324K | Hold |
3,523
| – | – | 0.18% | 117 |
|
|
2023
Q1 | $313K | Buy |
3,523
+353
| +11% | +$31.3K | 0.13% | 162 |
|
|
2022
Q4 | $275K | Hold |
3,170
| – | – | 0.13% | 127 |
|
|
2022
Q3 | $272K | Sell |
3,170
-32
| -1% | -$2.75K | 0.15% | 131 |
|
|
2022
Q2 | $275K | Sell |
3,202
-136
| -4% | -$11.7K | 0.16% | 121 |
|
|
2022
Q1 | $334K | Sell |
3,338
-156
| -4% | -$15.6K | 0.17% | 101 |
|
|
2021
Q4 | $367K | Buy |
3,494
+2
| +0.1% | +$210 | 0.18% | 99 |
|
|
2021
Q3 | $352K | Hold |
3,492
| – | – | 0.23% | 79 |
|
|
2021
Q2 | $362K | Hold |
3,492
| – | – | 0.24% | 81 |
|
|
2021
Q1 | $347K | Sell |
3,492
-638
| -15% | -$63.4K | 0.28% | 74 |
|
|
2020
Q4 | $347K | Buy |
+4,130
| New | +$347K | 0.32% | 67 |
|