EverSource Wealth Advisors’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Hold |
0
| – | – | – | 3006 |
|
2023
Q4 | – | Sell |
-448
| Closed | -$42.2K | – | 2756 |
|
2023
Q3 | $42.2K | Buy |
448
+2
| +0.4% | +$188 | ﹤0.01% | 878 |
|
2023
Q2 | $44.2K | Hold |
446
| – | – | ﹤0.01% | 882 |
|
2023
Q1 | $42.3K | Hold |
446
| – | – | 0.01% | 846 |
|
2022
Q4 | $41.5K | Buy |
446
+4
| +0.9% | +$372 | 0.01% | 831 |
|
2022
Q3 | $39K | Hold |
442
| – | – | 0.01% | 703 |
|
2022
Q2 | $40K | Buy |
442
+2
| +0.5% | +$181 | 0.01% | 675 |
|
2022
Q1 | $48K | Buy |
+440
| New | +$48K | 0.01% | 474 |
|