CFS
CRA Financial Services’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
17,377
-68
| -0.4% | -$6.88K | 0.27% | 74 |
|
|
2025
Q1 | $1.68M | Buy |
17,445
+135
| +0.8% | +$13K | 0.29% | 68 |
|
|
2024
Q4 | $1.84M | Buy |
17,310
+392
| +2% | +$41.6K | 0.32% | 63 |
|
|
2024
Q3 | $1.83M | Sell |
16,918
-100
| -0.6% | -$10.8K | 0.34% | 54 |
|
|
2024
Q2 | $1.67M | Sell |
17,018
-486
| -3% | -$47.7K | 0.34% | 53 |
|
|
2024
Q1 | $1.78M | Hold |
17,504
| – | – | 0.39% | 52 |
|
|
2023
Q4 | $1.74M | Sell |
17,504
-36
| -0.2% | -$3.57K | 0.42% | 48 |
|
|
2023
Q3 | $1.53M | Buy |
17,540
+50
| +0.3% | +$4.37K | 0.42% | 48 |
|
|
2023
Q2 | $1.61M | Buy |
17,490
+70
| +0.4% | +$6.43K | 0.43% | 46 |
|
|
2023
Q1 | $1.55M | Buy |
17,420
+8,710
| +100% | +$773K | 0.46% | 42 |
|
|
2022
Q4 | $1.51M | Buy |
8,710
+132
| +2% | +$22.9K | 0.49% | 43 |
|
|
2022
Q3 | $1.39M | Buy |
8,578
+115
| +1% | +$18.6K | 0.5% | 39 |
|
|
2022
Q2 | $1.44M | Buy |
8,463
+50
| +0.6% | +$8.5K | 0.49% | 38 |
|
|
2022
Q1 | $1.67M | Buy |
8,413
+259
| +3% | +$51.3K | 0.5% | 37 |
|
|
2021
Q4 | $1.71M | Sell |
8,154
-81
| -1% | -$17K | 0.51% | 34 |
|
|
2021
Q3 | $1.66M | Sell |
8,235
-8
| -0.1% | -$1.61K | 0.56% | 33 |
|
|
2021
Q2 | $1.71M | Buy |
8,243
+30
| +0.4% | +$6.22K | 0.59% | 33 |
|
|
2021
Q1 | $1.63M | Hold |
8,213
| – | – | 0.63% | 32 |
|
|
2020
Q4 | $1.38M | Sell |
8,213
-113
| -1% | -$19K | 0.58% | 32 |
|
|
2020
Q3 | $1.08M | Sell |
8,326
-440
| -5% | -$56.8K | 0.51% | 34 |
|
|
2020
Q2 | $1.1M | Sell |
8,766
-395
| -4% | -$49.4K | 0.58% | 37 |
|
|
2020
Q1 | $939K | Sell |
9,161
-402
| -4% | -$41.2K | 0.6% | 37 |
|
|
2019
Q4 | $1.46M | Sell |
9,563
-100
| -1% | -$15.2K | 0.79% | 34 |
|
|
2019
Q3 | $1.38M | Sell |
9,663
-225
| -2% | -$32.1K | 0.83% | 35 |
|
|
2019
Q2 | $1.41M | Sell |
9,888
-200
| -2% | -$28.6K | 0.85% | 31 |
|
|
2019
Q1 | $1.42M | Sell |
10,088
-20
| -0.2% | -$2.81K | 0.92% | 32 |
|
|
2018
Q4 | $1.27M | Buy |
+10,108
| New | +$1.27M | 0.92% | 33 |
|