EverSource Wealth Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.54K | Hold |
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|
2025
Q1 | $4.45K | Hold |
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|
2024
Q4 | $4.95K | Hold |
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|
2024
Q3 | $4.9K | Sell |
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|
2024
Q2 | $8.24K | Hold |
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|
2024
Q1 | $7.28K | Sell |
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|
2023
Q4 | $18.8K | Sell |
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|
2023
Q3 | $22.5K | Sell |
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|
2023
Q2 | $36.3K | Sell |
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|
2023
Q1 | $45.4K | Hold |
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|
2022
Q4 | $44.1K | Sell |
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|
2022
Q3 | $55K | Hold |
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|
2022
Q2 | $60K | Sell |
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|
2022
Q1 | $78K | Buy |
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|
2021
Q4 | $61K | Buy |
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