HBK Sorce Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.14M | Buy |
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|
2025
Q2 | $2.69M | Buy |
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|
2025
Q1 | $568K | Buy |
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|
2024
Q4 | $613K | Buy |
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|
2024
Q3 | $594K | Buy |
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|
2024
Q2 | $532K | Buy |
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|
2024
Q1 | $543K | Buy |
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|
2023
Q4 | $512K | Sell |
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|
2023
Q3 | $482K | Buy |
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|
2023
Q2 | $439K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $281K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $204K | Hold |
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|
2021
Q4 | $216K | Buy |
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|
2021
Q3 | $207K | Hold |
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|
2021
Q2 | $213K | Sell |
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|
2021
Q1 | $350K | Hold |
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|
2020
Q4 | $295K | Sell |
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|
2020
Q3 | $228K | Sell |
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|
2020
Q2 | $293K | Sell |
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|
2020
Q1 | $392K | Sell |
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|
2019
Q4 | $612K | Sell |
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|
2019
Q3 | $622K | Hold |
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|
2019
Q2 | $623K | Hold |
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|
2019
Q1 | $612K | Sell |
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|
2018
Q4 | $641K | Buy |
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|
2018
Q3 | $798K | Hold |
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|
2018
Q2 | $762K | Hold |
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|
2018
Q1 | $701K | Sell |
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|
2017
Q4 | $704K | Sell |
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|
2017
Q3 | $695K | Sell |
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|
2017
Q2 | $667K | Buy |
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|
2017
Q1 | $645K | Sell |
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|
2016
Q4 | $694K | Buy |
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|
2016
Q3 | $578K | Hold |
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|
2016
Q2 | $538K | Hold |
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|
2016
Q1 | $523K | Sell |
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|
2015
Q4 | $532K | Buy |
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|
2015
Q3 | $520K | Hold |
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|
2015
Q2 | $573K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $506K | Buy |
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|
2014
Q3 | $324K | Buy |
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|
2014
Q2 | $298K | Hold |
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|
2014
Q1 | $293K | Buy |
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