Great Valley Advisor Group’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 | $1.5M | Buy |
14,832
+5,862
| +65% | +$593K | 0.03% | 375 |
|
|
2025
Q1 | $866K | Sell |
8,970
-476
| -5% | -$45.9K | 0.02% | 478 |
|
|
2024
Q4 | $1M | Sell |
9,446
-100
| -1% | -$10.6K | 0.02% | 440 |
|
|
2024
Q3 | $1.03M | Buy |
9,546
+702
| +8% | +$75.9K | 0.03% | 420 |
|
|
2024
Q2 | $869K | Sell |
8,844
-182
| -2% | -$17.9K | 0.02% | 414 |
|
|
2024
Q1 | $916K | Sell |
9,026
-1,385
| -13% | -$141K | 0.03% | 380 |
|
|
2023
Q4 | $1.03M | Buy |
+10,411
| New | +$1.03M | 0.04% | 335 |
|