AE 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 | $141K | Buy |
1,395
+1,035
| +288% | +$105K | ﹤0.01% | 1393 |
|
|
2025
Q1 | $34.7K | Buy |
360
+80
| +29% | +$7.72K | ﹤0.01% | 1639 |
|
|
2024
Q4 | $29.7K | Buy |
+280
| New | +$29.7K | ﹤0.01% | 1643 |
|
|
2024
Q1 | – | Sell |
-3,748
| Closed | -$364K | – | 1958 |
|
|
2023
Q4 | $364K | Buy |
3,748
+192
| +5% | +$18.6K | ﹤0.01% | 1607 |
|
|
2023
Q3 | $311K | Sell |
3,556
-659
| -16% | -$57.6K | ﹤0.01% | 1595 |
|
|
2023
Q2 | $387K | Buy |
4,215
+1,220
| +41% | +$112K | ﹤0.01% | 1502 |
|
|
2023
Q1 | $266K | Buy |
+2,995
| New | +$266K | ﹤0.01% | 1606 |
|