Evergreen Capital Management’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 | $2.82M | Sell |
27,814
-10,752
| -28% | -$1.09M | 0.08% | 225 |
|
|
2025
Q1 | $3.72M | Buy |
38,566
+12,350
| +47% | +$1.19M | 0.12% | 185 |
|
|
2024
Q4 | $2.78M | Buy |
26,216
+2,310
| +10% | +$245K | 0.09% | 208 |
|
|
2024
Q3 | $2.59M | Buy |
23,906
+12,019
| +101% | +$1.3M | 0.09% | 220 |
|
|
2024
Q2 | $1.17M | Sell |
11,887
-350
| -3% | -$34.4K | 0.04% | 290 |
|
|
2024
Q1 | $1.24M | Buy |
12,237
+1,205
| +11% | +$122K | 0.05% | 273 |
|
|
2023
Q4 | $1.09M | Buy |
11,032
+1,797
| +19% | +$178K | 0.04% | 283 |
|
|
2023
Q3 | $807K | Buy |
9,235
+1,485
| +19% | +$130K | 0.04% | 313 |
|
|
2023
Q2 | $712K | Buy |
7,750
+1,000
| +15% | +$91.9K | 0.03% | 323 |
|
|
2023
Q1 | $599K | Buy |
+6,750
| New | +$599K | 0.03% | 342 |
|