CAPTRUST Financial Advisors’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
Q2 | $6.76M | Buy |
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|
2025
Q1 | $947K | Buy |
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|
2024
Q4 | $315K | Buy |
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|
2024
Q3 | $252K | Buy |
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|
2024
Q2 | $219K | Buy |
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|
2024
Q1 | $222K | Buy |
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|
2023
Q4 | $206K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $286K | Sell |
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|
2023
Q1 | $281K | Sell |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $231K | Buy |
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|
2022
Q1 | $231K | Buy |
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|
2021
Q4 | $201K | Buy |
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|
2021
Q3 | $190K | Sell |
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|
2021
Q2 | $360K | Buy |
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|
2021
Q1 | $187K | Hold |
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|
2020
Q4 | $158K | Buy |
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|
2020
Q3 | $96K | Sell |
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|
2020
Q2 | $166K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $483K | Hold |
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|
2019
Q3 | $452K | Sell |
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|
2019
Q2 | $479K | Hold |
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|
2019
Q1 | $471K | Sell |
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|
2018
Q4 | $434K | Buy |
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|
2018
Q3 | $523K | Buy |
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|
2018
Q2 | $498K | Hold |
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|
2018
Q1 | $448K | Buy |
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|
2017
Q4 | $416K | Sell |
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|
2017
Q3 | $430K | Buy |
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|
2017
Q2 | $378K | Buy |
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|
2017
Q1 | $334K | Buy |
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|
2016
Q4 | $256K | Buy |
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|
2016
Q3 | $19K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $210K | Buy |
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|
2015
Q4 | $182K | Hold |
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|
2015
Q3 | $178K | Buy |
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|
2015
Q2 | $185K | Hold |
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|
2015
Q1 | $185K | Buy |
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|
2014
Q4 | $148K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $146K | Hold |
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|
2014
Q1 | $143K | Buy |
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|
2013
Q4 | $101K | Buy |
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|
2013
Q3 | $78K | Buy |
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|
2013
Q2 | $29K | Buy |
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