Foundations Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
19,780
+1,741
| +10% | +$176K | 0.03% | 312 |
|
|
2025
Q1 | $1.74M | Buy |
18,039
+4,512
| +33% | +$435K | 0.03% | 313 |
|
|
2024
Q4 | $1.43M | Buy |
13,527
+1,443
| +12% | +$153K | 0.03% | 342 |
|
|
2024
Q3 | $1.31M | Buy |
12,084
+3,505
| +41% | +$379K | 0.03% | 321 |
|
|
2024
Q2 | $843K | Buy |
8,579
+1,420
| +20% | +$139K | 0.02% | 376 |
|
|
2024
Q1 | $727K | Buy |
7,159
+510
| +8% | +$51.8K | 0.02% | 389 |
|
|
2023
Q4 | $639K | Buy |
6,649
+2,537
| +62% | +$244K | 0.02% | 386 |
|
|
2023
Q3 | $359K | Sell |
4,112
-288
| -7% | -$25.2K | 0.01% | 468 |
|
|
2023
Q2 | $404K | Buy |
4,400
+1,535
| +54% | +$141K | 0.01% | 404 |
|
|
2023
Q1 | $254K | Buy |
+2,865
| New | +$254K | 0.01% | 425 |
|