CBIZ Investment Advisory Services’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-35,636
| Closed | -$3.09M | – | 37 |
|
|
2022
Q4 | $3.09M | Hold |
35,636
| – | – | 1.2% | 13 |
|
|
2022
Q3 | $2.88M | Hold |
35,636
| – | – | 2.89% | 9 |
|
|
2022
Q2 | $3.03M | Hold |
35,636
| – | – | 0.28% | 18 |
|
|
2022
Q1 | $2.8M | Buy |
35,636
+1,166
| +3% | +$91.6K | 0.23% | 8 |
|
|
2021
Q4 | $3.62M | Buy |
+34,470
| New | +$3.62M | 0.28% | 16 |
|
|
2021
Q3 | – | Hold |
0
| – | -$2.68M | – | 15 |
|
|
2021
Q2 | – | Hold |
0
| – | -$39.6M | – | 15 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 11 |
|