Activest 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 | $68.3K | Sell |
674
-336
| -33% | -$34K | 0.02% | 172 |
|
|
2025
Q1 | $97.5K | Hold |
1,010
| – | – | 0.03% | 135 |
|
|
2024
Q4 | $107K | Sell |
1,010
-85
| -8% | -$9.02K | 0.03% | 119 |
|
|
2024
Q3 | $118K | Hold |
1,095
| – | – | 0.04% | 109 |
|
|
2024
Q2 | $108K | Sell |
1,095
-650
| -37% | -$63.9K | 0.04% | 123 |
|
|
2024
Q1 | $177K | Hold |
1,745
| – | – | 0.09% | 66 |
|
|
2023
Q4 | $173K | Sell |
1,745
-126
| -7% | -$12.5K | 0.1% | 51 |
|
|
2023
Q3 | $164K | Buy |
+1,871
| New | +$164K | 0.1% | 45 |
|
|
2023
Q2 | – | Sell |
-1,872
| Closed | -$163K | – | 417 |
|
|
2023
Q1 | $163K | Buy |
+1,872
| New | +$163K | 0.1% | 45 |
|
|
2022
Q3 | – | Sell |
-1,990
| Closed | -$169K | – | 612 |
|
|
2022
Q2 | $169K | Hold |
1,990
| – | – | 0.12% | 50 |
|
|
2022
Q1 | $197K | Hold |
1,990
| – | – | 0.13% | 50 |
|
|
2021
Q4 | $209K | Sell |
1,990
-1,452
| -42% | -$152K | 0.13% | 55 |
|
|
2021
Q3 | $347K | Buy |
3,442
+1,940
| +129% | +$196K | 0.23% | 47 |
|
|
2021
Q2 | $156K | Sell |
1,502
-2,508
| -63% | -$260K | 0.12% | 56 |
|
|
2021
Q1 | $399K | Buy |
+4,010
| New | +$399K | 0.33% | 34 |
|