Geller Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $931K | Hold |
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|
2024
Q1 | $963K | Hold |
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|
2023
Q4 | $941K | Buy |
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|
2023
Q3 | $450K | Hold |
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|
2023
Q2 | $473K | Sell |
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|
2023
Q1 | $507K | Buy |
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|
2022
Q4 | $467K | Buy |
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|
2022
Q3 | $435K | Buy |
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|
2022
Q2 | $398K | Buy |
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|
2022
Q1 | $458K | Buy |
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|
2021
Q4 | $479K | Sell |
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|
2021
Q3 | $465K | Buy |
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|
2021
Q2 | $417K | Hold |
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|
2021
Q1 | $399K | Sell |
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|
2020
Q4 | $374K | Hold |
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|
2020
Q3 | $317K | Hold |
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|
2020
Q2 | $307K | Sell |
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|
2020
Q1 | $282K | Buy |
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