Caldwell Trust’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.62K | Hold |
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|
2025
Q2 | $6.85K | Hold |
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|
2025
Q1 | $6.71K | Hold |
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|
2024
Q4 | $7.47K | Hold |
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|
2024
Q3 | $7.4K | Hold |
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|
2024
Q2 | $6.69K | Hold |
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|
2024
Q1 | $7.07K | Hold |
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|
2023
Q4 | $7.08K | Hold |
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|
2023
Q3 | $6.16K | Hold |
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|
2023
Q2 | $6.57K | Hold |
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|
2023
Q1 | $6.46K | Hold |
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|
2022
Q4 | $6.28K | Hold |
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|
2022
Q3 | $5.71K | Hold |
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|
2022
Q2 | $6.16K | Hold |
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|
2022
Q1 | $7.09K | Hold |
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|
2021
Q4 | $7.22K | Hold |
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|
2021
Q3 | $6.96K | Hold |
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|
2021
Q2 | $7.29K | Hold |
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|
2021
Q1 | $6.96K | Buy |
|