Exencial 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
Q3 | $2.9M | Sell |
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|
2025
Q2 | $2.64M | Sell |
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|
2025
Q1 | $2.61M | Buy |
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|
2024
Q4 | $2.9M | Buy |
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|
2024
Q3 | $2.88M | Buy |
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|
2024
Q2 | $2.6M | Buy |
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|
2024
Q1 | $2.75M | Buy |
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|
2023
Q4 | $2.75M | Buy |
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|
2023
Q3 | $2.35M | Buy |
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|
2023
Q2 | $2.51M | Hold |
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|
2023
Q1 | $2.47M | Buy |
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|
2022
Q4 | $2.4M | Sell |
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|
2022
Q3 | $2.2M | Buy |
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|
2022
Q2 | $2.29M | Sell |
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|
2022
Q1 | $2.64M | Sell |
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|
2021
Q4 | $2.87M | Sell |
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|
2021
Q3 | $4.4M | Buy |
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|
2021
Q2 | $2.91M | Buy |
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|
2021
Q1 | $2.74M | Buy |
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|
2020
Q4 | $2.17M | Sell |
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|
2020
Q3 | $1.65M | Buy |
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|
2020
Q2 | $1.55M | Sell |
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|
2020
Q1 | $1.44M | Buy |
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