Atria Wealth Solutions’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 | – | Sell |
-2,680
| Closed | -$259K | – | 1905 |
|
|
2025
Q1 | $259K | Sell |
2,680
-616
| -19% | -$59.5K | ﹤0.01% | 1558 |
|
|
2024
Q4 | $350K | Buy |
3,296
+223
| +7% | +$23.7K | ﹤0.01% | 1433 |
|
|
2024
Q3 | $332K | Buy |
3,073
+11
| +0.4% | +$1.19K | ﹤0.01% | 1439 |
|
|
2024
Q2 | $301K | Sell |
3,062
-5,154
| -63% | -$506K | ﹤0.01% | 1485 |
|
|
2024
Q1 | $834K | Buy |
8,216
+242
| +3% | +$24.6K | 0.01% | 990 |
|
|
2023
Q4 | $791K | Sell |
7,974
-782
| -9% | -$77.6K | 0.01% | 971 |
|
|
2023
Q3 | $765K | Sell |
8,756
-101
| -1% | -$8.83K | 0.01% | 930 |
|
|
2023
Q2 | $814K | Buy |
8,857
+133
| +2% | +$12.2K | 0.01% | 933 |
|
|
2023
Q1 | $775K | Sell |
8,724
-1,120
| -11% | -$99.4K | 0.01% | 910 |
|
|
2022
Q4 | $853K | Sell |
9,844
-354
| -3% | -$30.7K | 0.01% | 822 |
|
|
2022
Q3 | $823K | Buy |
10,198
+610
| +6% | +$49.2K | 0.01% | 786 |
|
|
2022
Q2 | $815K | Buy |
9,588
+2,088
| +28% | +$177K | 0.02% | 762 |
|
|
2022
Q1 | $742K | Buy |
+7,500
| New | +$742K | 0.01% | 861 |
|