Bragg Financial Advisors’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
Q2 | $268K | Hold |
3,130
| – | – | 0.01% | 313 |
|
|
2025
Q1 | $263K | Hold |
3,130
| – | – | 0.01% | 307 |
|
|
2024
Q4 | $292K | Hold |
3,130
| – | – | 0.01% | 295 |
|
|
2024
Q3 | $289K | Hold |
3,130
| – | – | 0.01% | 289 |
|
|
2024
Q2 | $262K | Hold |
3,130
| – | – | 0.01% | 292 |
|
|
2024
Q1 | $277K | Hold |
3,130
| – | – | 0.01% | 290 |
|
|
2023
Q4 | $277K | Sell |
3,130
-150
| -5% | -$13.3K | 0.01% | 286 |
|
|
2023
Q3 | $253K | Hold |
3,280
| – | – | 0.01% | 292 |
|
|
2023
Q2 | $269K | Hold |
3,280
| – | – | 0.01% | 293 |
|
|
2023
Q1 | $265K | Hold |
3,280
| – | – | 0.02% | 288 |
|
|
2022
Q4 | $258K | Hold |
3,280
| – | – | 0.02% | 284 |
|
|
2022
Q3 | $234K | Hold |
3,280
| – | – | 0.02% | 283 |
|
|
2022
Q2 | $252K | Hold |
3,280
| – | – | 0.02% | 279 |
|
|
2022
Q1 | $291K | Hold |
3,280
| – | – | 0.02% | 279 |
|
|
2021
Q4 | $285K | Hold |
3,280
| – | – | 0.02% | 273 |
|
|
2021
Q3 | $285K | Hold |
3,280
| – | – | 0.02% | 273 |
|
|
2021
Q2 | $299K | Hold |
3,280
| – | – | 0.02% | 273 |
|
|
2021
Q1 | $286K | Hold |
3,280
| – | – | 0.02% | 264 |
|
|
2020
Q4 | $230K | Buy |
+3,280
| New | +$230K | 0.02% | 269 |
|