Capital Analysts LLC’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $333K | Buy |
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|
2025
Q2 | $221K | Sell |
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|
2025
Q1 | $381K | Buy |
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|
2024
Q4 | $238K | Buy |
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|
2024
Q3 | $157K | Sell |
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|
2024
Q2 | $144K | Buy |
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|
2024
Q1 | $146K | Sell |
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|
2023
Q4 | $155K | Buy |
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|
2023
Q3 | $135K | Hold |
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|
2023
Q2 | $143K | Sell |
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|
2023
Q1 | $296K | Buy |
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|
2022
Q4 | $127K | Buy |
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|
2022
Q3 | $110K | Hold |
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|
2022
Q2 | $116K | Hold |
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|
2022
Q1 | $135K | Hold |
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|
2021
Q4 | $144K | Buy |
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|
2021
Q3 | $136K | Hold |
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|
2021
Q2 | $140K | Hold |
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|
2021
Q1 | $135K | Buy |
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|
2020
Q4 | $17K | Buy |
|