Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,162
| Closed | -$202K | – | 2061 |
|
|
2024
Q4 | $202K | Buy |
+2,162
| New | +$202K | ﹤0.01% | 1799 |
|
|
2024
Q2 | – | Sell |
-2,270
| Closed | -$201K | – | 2045 |
|
|
2024
Q1 | $201K | Sell |
2,270
-673
| -23% | -$59.5K | ﹤0.01% | 1816 |
|
|
2023
Q4 | $260K | Sell |
2,943
-474
| -14% | -$41.9K | ﹤0.01% | 1588 |
|
|
2023
Q3 | $265K | Buy |
3,417
+18
| +0.5% | +$1.4K | ﹤0.01% | 1484 |
|
|
2023
Q2 | $280K | Sell |
3,399
-2,465
| -42% | -$203K | ﹤0.01% | 1485 |
|
|
2023
Q1 | $474K | Sell |
5,864
-162
| -3% | -$13.1K | 0.01% | 1169 |
|
|
2022
Q4 | $473K | Sell |
6,026
-746
| -11% | -$58.6K | 0.01% | 1100 |
|
|
2022
Q3 | $486K | Buy |
6,772
+390
| +6% | +$28K | 0.01% | 1032 |
|
|
2022
Q2 | $491K | Buy |
6,382
+138
| +2% | +$10.6K | 0.01% | 956 |
|
|
2022
Q1 | $553K | Buy |
+6,244
| New | +$553K | 0.01% | 1011 |
|