Avantax Advisory Services’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 | $2.9M | Buy |
28,697
+141
| +0.5% | +$14.3K | 0.02% | 630 |
|
|
2025
Q1 | $2.76M | Buy |
28,556
+2,078
| +8% | +$201K | 0.02% | 610 |
|
|
2024
Q4 | $2.81M | Buy |
26,478
+2,584
| +11% | +$274K | 0.02% | 577 |
|
|
2024
Q3 | $2.58M | Buy |
23,894
+377
| +2% | +$40.8K | 0.02% | 591 |
|
|
2024
Q2 | $2.31M | Buy |
23,517
+16,984
| +260% | +$1.67M | 0.02% | 604 |
|
|
2024
Q1 | $663K | Buy |
6,533
+342
| +6% | +$34.7K | 0.01% | 917 |
|
|
2023
Q4 | $614K | Sell |
6,191
-1,398
| -18% | -$139K | 0.01% | 906 |
|
|
2023
Q3 | $663K | Buy |
7,589
+1,096
| +17% | +$95.8K | 0.01% | 833 |
|
|
2023
Q2 | $597K | Buy |
6,493
+375
| +6% | +$34.5K | 0.01% | 881 |
|
|
2023
Q1 | $543K | Buy |
6,118
+46
| +0.8% | +$4.08K | 0.01% | 879 |
|
|
2022
Q4 | $526K | Buy |
6,072
+776
| +15% | +$67.2K | 0.01% | 840 |
|
|
2022
Q3 | $428K | Sell |
5,296
-238
| -4% | -$19.2K | 0.01% | 843 |
|
|
2022
Q2 | $470K | Buy |
5,534
+1,592
| +40% | +$135K | 0.01% | 812 |
|
|
2022
Q1 | $391K | Buy |
3,942
+1,504
| +62% | +$149K | 0.01% | 888 |
|
|
2021
Q4 | $256K | Buy |
2,438
+128
| +6% | +$13.4K | ﹤0.01% | 1058 |
|
|
2021
Q3 | $234K | Buy |
2,310
+26
| +1% | +$2.63K | ﹤0.01% | 1034 |
|
|
2021
Q2 | $236K | Buy |
2,284
+4
| +0.2% | +$413 | ﹤0.01% | 1001 |
|
|
2021
Q1 | $228K | Sell |
2,280
-3,634
| -61% | -$363K | ﹤0.01% | 920 |
|
|
2020
Q4 | $496K | Sell |
5,914
-7,614
| -56% | -$639K | 0.01% | 559 |
|
|
2020
Q3 | $874K | Buy |
13,528
+9,172
| +211% | +$593K | 0.01% | 577 |
|
|
2020
Q2 | $273K | Buy |
+4,356
| New | +$273K | 0.01% | 683 |
|
|
2020
Q1 | – | Sell |
-3,444
| Closed | -$261K | – | 894 |
|
|
2019
Q4 | $261K | Buy |
+3,444
| New | +$261K | 0.01% | 676 |
|