Bernardo Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,828
| Closed | -$335K | – | 164 |
|
|
2019
Q4 | $335K | Hold |
4,828
| – | – | 0.2% | 116 |
|
|
2019
Q3 | $312K | Hold |
4,828
| – | – | 0.23% | 114 |
|
|
2019
Q2 | $310K | Hold |
4,828
| – | – | 0.24% | 108 |
|
|
2019
Q1 | $308K | Hold |
4,828
| – | – | 0.24% | 109 |
|
|
2018
Q4 | $274K | Buy |
+4,828
| New | +$274K | 0.24% | 106 |
|