Financial Advocates Investment Management’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-14,946
| Closed | -$1.3M | – | 818 |
|
2021
Q1 | $1.3M | Sell |
14,946
-2,602
| -15% | -$226K | 0.09% | 249 |
|
2020
Q4 | $1.23M | Sell |
17,548
-2,214
| -11% | -$155K | 0.08% | 262 |
|
2020
Q3 | $1.05M | Sell |
19,762
-11,944
| -38% | -$634K | 0.09% | 232 |
|
2020
Q2 | $1.65M | Buy |
31,706
+274
| +0.9% | +$14.3K | 0.16% | 151 |
|
2020
Q1 | $1.36M | Buy |
+31,432
| New | +$1.36M | 0.19% | 141 |
|