Arkadios Wealth Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-556
| Closed | -$48K | – | 1736 |
|
|
2021
Q3 | $48K | Sell |
556
-34
| -6% | -$2.94K | 0.01% | 885 |
|
|
2021
Q2 | $53K | Hold |
590
| – | – | 0.01% | 902 |
|
|
2021
Q1 | $51K | Buy |
590
+70
| +13% | +$6.05K | 0.01% | 687 |
|
|
2020
Q4 | $36K | Buy |
520
+150
| +41% | +$10.4K | 0.01% | 622 |
|
|
2020
Q3 | $21.4K | Hold |
370
| – | – | 0.01% | 590 |
|
|
2020
Q2 | $19K | Hold |
370
| – | – | 0.01% | 548 |
|
|
2020
Q1 | $16K | Hold |
370
| – | – | 0.01% | 532 |
|
|
2019
Q4 | $25K | Buy |
+370
| New | +$25K | 0.02% | 424 |
|