Evermay Wealth 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 | $128K | Sell |
1,267
-168
| -12% | -$17K | 0.02% | 240 |
|
|
2025
Q1 | $138K | Sell |
1,435
-25
| -2% | -$2.41K | 0.02% | 224 |
|
|
2024
Q4 | $155K | Hold |
1,460
| – | – | 0.02% | 217 |
|
|
2024
Q3 | $158K | Hold |
1,460
| – | – | 0.03% | 221 |
|
|
2024
Q2 | $143K | Hold |
1,460
| – | – | 0.02% | 224 |
|
|
2024
Q1 | $148K | Hold |
1,460
| – | – | 0.02% | 221 |
|
|
2023
Q4 | $145K | Buy |
1,460
+70
| +5% | +$6.94K | 0.03% | 207 |
|
|
2023
Q3 | $121K | Hold |
1,390
| – | – | 0.02% | 213 |
|
|
2023
Q2 | $128K | Hold |
1,390
| – | – | 0.02% | 219 |
|
|
2023
Q1 | $123K | Sell |
1,390
-1,430
| -51% | -$127K | 0.02% | 218 |
|
|
2022
Q4 | $244K | Buy |
2,820
+56
| +2% | +$4.85K | 0.05% | 149 |
|
|
2022
Q3 | $223K | Buy |
2,764
+62
| +2% | +$5K | 0.04% | 153 |
|
|
2022
Q2 | $230K | Buy |
2,702
+6
| +0.2% | +$511 | 0.04% | 149 |
|
|
2022
Q1 | $267K | Buy |
2,696
+1,502
| +126% | +$149K | 0.04% | 160 |
|
|
2021
Q4 | $126K | Buy |
1,194
+306
| +34% | +$32.3K | 0.02% | 207 |
|
|
2021
Q3 | $89K | Buy |
888
+136
| +18% | +$13.6K | 0.02% | 226 |
|
|
2021
Q2 | $78K | Buy |
+752
| New | +$78K | 0.01% | 239 |
|