Global Retirement Partners’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 | $3.95K | Buy |
+39
| New | +$3.95K | ﹤0.01% | 2995 |
|
|
2024
Q4 | $31.8K | Sell |
300
-730
| -71% | -$77.4K | ﹤0.01% | 1831 |
|
|
2024
Q3 | $111K | Sell |
1,030
-51
| -5% | -$5.52K | ﹤0.01% | 1192 |
|
|
2024
Q2 | $106K | Sell |
1,081
-94
| -8% | -$9.23K | ﹤0.01% | 1160 |
|
|
2024
Q1 | $119K | Buy |
1,175
+33
| +3% | +$3.35K | ﹤0.01% | 1009 |
|
|
2023
Q4 | $108K | Buy |
1,142
+772
| +209% | +$72.9K | ﹤0.01% | 1001 |
|
|
2023
Q3 | $31.4K | Buy |
370
+70
| +23% | +$5.95K | ﹤0.01% | 1470 |
|
|
2023
Q2 | $27.6K | Hold |
300
| – | – | ﹤0.01% | 1530 |
|
|
2023
Q1 | $25.4K | Hold |
300
| – | – | ﹤0.01% | 1533 |
|
|
2022
Q4 | $26K | Buy |
+300
| New | +$26K | ﹤0.01% | 1374 |
|
|
2019
Q2 | – | Sell |
-324
| Closed | -$23K | – | 1716 |
|
|
2019
Q1 | $23K | Hold |
324
| – | – | 0.01% | 782 |
|
|
2018
Q4 | $20K | Sell |
324
-490
| -60% | -$30.2K | 0.01% | 750 |
|
|
2018
Q3 | $65K | Hold |
814
| – | – | 0.01% | 503 |
|
|
2018
Q2 | $62K | Hold |
814
| – | – | 0.02% | 492 |
|
|
2018
Q1 | $57K | Hold |
814
| – | – | 0.02% | 494 |
|
|
2017
Q4 | $57K | Buy |
814
+4
| +0.5% | +$280 | 0.02% | 468 |
|
|
2017
Q3 | $55K | Buy |
810
+490
| +153% | +$33.3K | 0.02% | 417 |
|
|
2017
Q2 | $20K | Hold |
320
| – | – | 0.01% | 608 |
|
|
2017
Q1 | $20K | Hold |
320
| – | – | 0.01% | 561 |
|
|
2016
Q4 | $20K | Buy |
+320
| New | +$20K | 0.01% | 514 |
|