AE Wealth Management’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4K | Buy |
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|
2025
Q1 | $10.7K | Sell |
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|
2024
Q4 | $13.4K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $467K | Sell |
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|
2023
Q3 | $558K | Sell |
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|
2023
Q2 | $641K | Sell |
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|
2023
Q1 | $804K | Sell |
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|
2022
Q4 | $823K | Sell |
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|
2022
Q3 | $2.47M | Buy |
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|
2022
Q2 | $663K | Sell |
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|
2022
Q1 | $850K | Buy |
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|
2021
Q4 | $842K | Buy |
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|
2021
Q3 | $754K | Sell |
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|
2021
Q2 | $830K | Buy |
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|
2021
Q1 | $750K | Buy |
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|
2020
Q4 | $232K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $847K | Buy |
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