HM Payson & Co’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 | $1.24M | Hold |
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|
2025
Q2 | $1.13M | Sell |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $2M | Hold |
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|
2024
Q3 | $2.04M | Buy |
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|
2024
Q2 | $1.65M | Hold |
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|
2024
Q1 | $1.7M | Hold |
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|
2023
Q4 | $1.66M | Sell |
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|
2023
Q3 | $1.56M | Sell |
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|
2023
Q2 | $1.66M | Hold |
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|
2023
Q1 | $1.61M | Hold |
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|
2022
Q4 | $1.57M | Hold |
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|
2022
Q3 | $1.46M | Hold |
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|
2022
Q2 | $1.54M | Hold |
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|
2022
Q1 | $1.79M | Hold |
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|
2021
Q4 | $1.9M | Hold |
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|
2021
Q3 | $1.82M | Hold |
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|
2021
Q2 | $1.88M | Buy |
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|
2021
Q1 | $1.5M | Hold |
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|
2020
Q4 | $1.27M | Buy |
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|
2020
Q3 | $899K | Buy |
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|
2020
Q2 | $120K | Sell |
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|
2020
Q1 | $147K | Buy |
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