Axxcess Wealth Management’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 | $2.56M | Buy |
25,256
+5,782
| +30% | +$585K | 0.06% | 248 |
|
|
2025
Q1 | $1.88M | Buy |
19,474
+1,249
| +7% | +$121K | 0.05% | 274 |
|
|
2024
Q4 | $1.93M | Buy |
18,225
+1,496
| +9% | +$159K | 0.05% | 280 |
|
|
2024
Q3 | $1.81M | Buy |
16,729
+772
| +5% | +$83.5K | 0.04% | 285 |
|
|
2024
Q2 | $1.57M | Buy |
15,957
+1,446
| +10% | +$142K | 0.04% | 295 |
|
|
2024
Q1 | $1.47M | Buy |
14,511
+581
| +4% | +$59K | 0.04% | 301 |
|
|
2023
Q4 | $1.38M | Buy |
13,930
+963
| +7% | +$95.5K | 0.04% | 295 |
|
|
2023
Q3 | $1.13M | Buy |
+12,967
| New | +$1.13M | 0.04% | 297 |
|