HB Wealth Management’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $742K | Hold |
8,666
| – | – | 0.01% | 600 |
|
|
2025
Q1 | $727K | Sell |
8,666
-76
| -0.9% | -$6.38K | 0.01% | 623 |
|
|
2024
Q4 | $816K | Buy |
8,742
+76
| +0.9% | +$7.09K | 0.01% | 463 |
|
|
2024
Q3 | $801K | Hold |
8,666
| – | – | 0.01% | 439 |
|
|
2024
Q2 | $725K | Hold |
8,666
| – | – | 0.01% | 437 |
|
|
2024
Q1 | $766K | Sell |
8,666
-188
| -2% | -$16.6K | 0.01% | 394 |
|
|
2023
Q4 | $784K | Buy |
8,854
+4,652
| +111% | +$412K | 0.01% | 358 |
|
|
2023
Q3 | $324K | Buy |
+4,202
| New | +$324K | 0.01% | 543 |
|