EverSource Wealth Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.54K | Hold |
53
| – | – | ﹤0.01% | 3192 |
|
|
2025
Q1 | $4.45K | Hold |
53
| – | – | ﹤0.01% | 2555 |
|
|
2024
Q4 | $4.95K | Hold |
53
| – | – | ﹤0.01% | 2354 |
|
|
2024
Q3 | $4.9K | Sell |
53
-35
| -40% | -$3.24K | ﹤0.01% | 2229 |
|
|
2024
Q2 | $8.24K | Hold |
88
| – | – | ﹤0.01% | 1963 |
|
|
2024
Q1 | $7.28K | Sell |
88
-124
| -58% | -$10.3K | ﹤0.01% | 1852 |
|
|
2023
Q4 | $18.8K | Sell |
212
-80
| -27% | -$7.08K | ﹤0.01% | 1264 |
|
|
2023
Q3 | $22.5K | Sell |
292
-150
| -34% | -$11.6K | ﹤0.01% | 1082 |
|
|
2023
Q2 | $36.3K | Sell |
442
-120
| -21% | -$9.85K | ﹤0.01% | 958 |
|
|
2023
Q1 | $45.4K | Hold |
562
| – | – | 0.01% | 822 |
|
|
2022
Q4 | $44.1K | Sell |
562
-212
| -27% | -$16.6K | 0.01% | 807 |
|
|
2022
Q3 | $55K | Hold |
774
| – | – | 0.01% | 614 |
|
|
2022
Q2 | $60K | Sell |
774
-112
| -13% | -$8.68K | 0.02% | 565 |
|
|
2022
Q1 | $78K | Buy |
886
+206
| +30% | +$18.1K | 0.02% | 391 |
|
|
2021
Q4 | $61K | Buy |
+680
| New | +$61K | 0.02% | 390 |
|