Creative Planning’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 | $27.8M | Buy |
274,709
+4,914
| +2% | +$497K | 0.02% | 268 |
|
|
2025
Q1 | $26M | Buy |
269,795
+237,272
| +730% | +$22.9M | 0.02% | 263 |
|
|
2024
Q4 | $3.45M | Sell |
32,523
-495
| -1% | -$52.5K | ﹤0.01% | 821 |
|
|
2024
Q3 | $3.57M | Sell |
33,018
-124
| -0.4% | -$13.4K | ﹤0.01% | 779 |
|
|
2024
Q2 | $3.25M | Buy |
33,142
+1,588
| +5% | +$156K | ﹤0.01% | 786 |
|
|
2024
Q1 | $3.2M | Sell |
31,554
-674
| -2% | -$68.4K | ﹤0.01% | 776 |
|
|
2023
Q4 | $3.2M | Sell |
32,228
-16,982
| -35% | -$1.68M | 0.01% | 714 |
|
|
2023
Q3 | $4.3M | Buy |
49,210
+18,696
| +61% | +$1.63M | 0.01% | 576 |
|
|
2023
Q2 | $2.8M | Sell |
30,514
-1,659
| -5% | -$152K | ﹤0.01% | 691 |
|
|
2023
Q1 | $2.86M | Sell |
32,173
-4,611
| -13% | -$409K | ﹤0.01% | 654 |
|
|
2022
Q4 | $3.19M | Buy |
36,784
+3,172
| +9% | +$275K | ﹤0.01% | 593 |
|
|
2022
Q3 | $2.71M | Buy |
33,612
+1,932
| +6% | +$156K | ﹤0.01% | 598 |
|
|
2022
Q2 | $2.69M | Buy |
31,680
+5,884
| +23% | +$500K | ﹤0.01% | 611 |
|
|
2022
Q1 | $2.55M | Sell |
25,796
-14,684
| -36% | -$1.45M | ﹤0.01% | 650 |
|
|
2021
Q4 | $4.25M | Buy |
40,480
+326
| +0.8% | +$34.3K | 0.01% | 461 |
|
|
2021
Q3 | $4.05M | Buy |
40,154
+2,724
| +7% | +$274K | 0.01% | 467 |
|
|
2021
Q2 | $3.88M | Buy |
37,430
+7,388
| +25% | +$766K | 0.01% | 477 |
|
|
2021
Q1 | $2.99M | Sell |
30,042
-1,520
| -5% | -$151K | 0.01% | 551 |
|
|
2020
Q4 | $2.65M | Buy |
+31,562
| New | +$2.65M | 0.01% | 560 |
|
|
2014
Q4 | – | Sell |
-1,400
| Closed | -$66K | – | 4191 |
|
|
2014
Q3 | $66K | Buy |
+1,400
| New | +$66K | ﹤0.01% | 1723 |
|
|
2014
Q2 | – | Sell |
-2,332
| Closed | -$116K | – | 3830 |
|
|
2014
Q1 | $116K | Buy |
+2,332
| New | +$116K | ﹤0.01% | 1305 |
|