Advisor OS’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 | $335K | Sell |
3,308
-2,600
| -44% | -$263K | 0.03% | 331 |
|
|
2025
Q1 | $570K | Buy |
5,908
+14
| +0.2% | +$1.35K | 0.06% | 217 |
|
|
2024
Q4 | $625K | Buy |
5,894
+105
| +2% | +$11.1K | 0.07% | 187 |
|
|
2024
Q3 | $626K | Sell |
5,789
-33
| -0.6% | -$3.57K | 0.06% | 228 |
|
|
2024
Q2 | $572K | Sell |
5,822
-304
| -5% | -$29.9K | 0.06% | 230 |
|
|
2024
Q1 | $622K | Sell |
6,126
-268
| -4% | -$27.2K | 0.07% | 211 |
|
|
2023
Q4 | $634K | Buy |
6,394
+243
| +4% | +$24.1K | 0.08% | 184 |
|
|
2023
Q3 | $538K | Sell |
6,151
-66
| -1% | -$5.77K | 0.08% | 182 |
|
|
2023
Q2 | $571K | Sell |
6,217
-6,390
| -51% | -$587K | 0.09% | 192 |
|
|
2023
Q1 | $1.12M | Sell |
12,607
-477
| -4% | -$42.4K | 0.27% | 96 |
|
|
2022
Q4 | $1.13M | Sell |
13,084
-204
| -2% | -$17.7K | 0.3% | 82 |
|
|
2022
Q3 | $1.07M | Sell |
13,288
-44
| -0.3% | -$3.55K | 0.32% | 68 |
|
|
2022
Q2 | $1.13M | Sell |
13,332
-1,230
| -8% | -$105K | 0.33% | 67 |
|
|
2022
Q1 | $1.44M | Sell |
14,562
-3,156
| -18% | -$313K | 0.42% | 55 |
|
|
2021
Q4 | $1.86M | Sell |
17,718
-532
| -3% | -$55.9K | 0.38% | 64 |
|
|
2021
Q3 | $1.84M | Sell |
18,250
-118
| -0.6% | -$11.9K | 0.4% | 57 |
|
|
2021
Q2 | $1.91M | Buy |
18,368
+1,280
| +7% | +$133K | 0.4% | 49 |
|
|
2021
Q1 | $1.7M | Buy |
17,088
+2,062
| +14% | +$205K | 0.39% | 47 |
|
|
2020
Q4 | $1.26M | Buy |
+15,026
| New | +$1.26M | 0.34% | 42 |
|