Financial Synergies Wealth Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-55
| Closed | -$9.58K | – | 559 |
|
|
2023
Q4 | $9.58K | Sell |
55
-55
| -50% | -$9.58K | ﹤0.01% | 190 |
|
|
2023
Q3 | $9.64K | Hold |
110
| – | – | ﹤0.01% | 237 |
|
|
2023
Q2 | $10.1K | Hold |
110
| – | – | ﹤0.01% | 228 |
|
|
2023
Q1 | $9.79K | Hold |
110
| – | – | ﹤0.01% | 235 |
|
|
2022
Q4 | $9.58K | Buy |
110
+2
| +2% | +$174 | ﹤0.01% | 190 |
|
|
2022
Q3 | $8.79K | Hold |
108
| – | – | ﹤0.01% | 169 |
|
|
2022
Q2 | $9.25K | Buy |
+108
| New | +$9.25K | ﹤0.01% | 173 |
|