Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.15K | Buy |
36
+34
| +1,700% | +$2.98K | ﹤0.01% | 932 |
|
|
2022
Q3 | $0 | Sell |
2
-502
| -100% | – | ﹤0.01% | 1106 |
|
|
2022
Q2 | $42.8K | Hold |
504
| – | – | 0.01% | 446 |
|
|
2022
Q1 | $50K | Buy |
+504
| New | +$50K | 0.01% | 475 |
|
|
2021
Q3 | $51K | Hold |
504
| – | – | 0.02% | 443 |
|
|
2021
Q2 | $52K | Sell |
504
-66
| -12% | -$6.81K | 0.02% | 446 |
|
|
2021
Q1 | $57K | Buy |
+570
| New | +$57K | 0.03% | 357 |
|