Financial Freedom LLC’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 | $124K | Sell |
1,450
-590
| -29% | -$50.5K | 0.07% | 126 |
|
|
2025
Q1 | $171K | Sell |
2,040
-2,730
| -57% | -$229K | 0.1% | 107 |
|
|
2024
Q4 | $445K | Sell |
4,770
-1,011
| -17% | -$94.3K | 0.23% | 64 |
|
|
2024
Q3 | $535K | Sell |
5,781
-307
| -5% | -$28.4K | 0.28% | 57 |
|
|
2024
Q2 | $509K | Sell |
6,088
-241
| -4% | -$20.2K | 0.29% | 56 |
|
|
2024
Q1 | $560K | Buy |
6,329
+8
| +0.1% | +$707 | 0.33% | 52 |
|
|
2023
Q4 | $559K | Sell |
6,321
-747
| -11% | -$66.1K | 0.36% | 55 |
|
|
2023
Q3 | $545K | Buy |
7,068
+18
| +0.3% | +$1.39K | 0.39% | 48 |
|
|
2023
Q2 | $579K | Hold |
7,050
| – | – | 0.41% | 47 |
|
|
2023
Q1 | $569K | Buy |
7,050
+10
| +0.1% | +$808 | 0.41% | 42 |
|
|
2022
Q4 | $553K | Buy |
+7,040
| New | +$553K | 0.37% | 41 |
|