Clearstead Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
10,360
+5,960
| +135% | +$603K | 0.01% | 426 |
|
|
2025
Q1 | $425K | Buy |
4,400
+2,422
| +122% | +$234K | 0.01% | 619 |
|
|
2024
Q4 | $210K | Buy |
1,978
+37
| +2% | +$3.92K | ﹤0.01% | 836 |
|
|
2024
Q3 | $210K | Buy |
1,941
+381
| +24% | +$41.2K | ﹤0.01% | 847 |
|
|
2024
Q2 | $153K | Buy |
1,560
+226
| +17% | +$22.2K | ﹤0.01% | 895 |
|
|
2024
Q1 | $134K | Buy |
1,334
+769
| +136% | +$77.1K | 0.01% | 542 |
|
|
2023
Q4 | $56K | Sell |
565
-565
| -50% | -$56K | ﹤0.01% | 710 |
|
|
2023
Q3 | $98.8K | Buy |
1,130
+815
| +259% | +$71.2K | ﹤0.01% | 732 |
|
|
2023
Q2 | $28.9K | Buy |
315
+256
| +434% | +$23.5K | ﹤0.01% | 837 |
|
|
2023
Q1 | $5.24K | Buy |
+59
| New | +$5.24K | ﹤0.01% | 1021 |
|