Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,274
| Closed | -$289K | – | 806 |
|
|
2024
Q1 | $289K | Sell |
3,274
-279
| -8% | -$24.7K | ﹤0.01% | 601 |
|
|
2023
Q4 | $314K | Buy |
3,553
+18
| +0.5% | +$1.59K | ﹤0.01% | 558 |
|
|
2023
Q3 | $272K | Buy |
3,535
+12
| +0.3% | +$924 | ﹤0.01% | 548 |
|
|
2023
Q2 | $289K | Buy |
3,523
+1,833
| +108% | +$150K | ﹤0.01% | 540 |
|
|
2023
Q1 | $265K | Sell |
1,690
-1,690
| -50% | -$265K | ﹤0.01% | 504 |
|
|
2022
Q4 | $265K | Sell |
3,380
-264
| -7% | -$20.7K | ﹤0.01% | 506 |
|
|
2022
Q3 | $260K | Buy |
+3,644
| New | +$260K | 0.01% | 498 |
|
|
2018
Q4 | – | Sell |
-4,402
| Closed | -$317K | – | 385 |
|
|
2018
Q3 | $317K | Buy |
+4,402
| New | +$317K | 0.05% | 259 |
|