Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $89K | Sell |
846
-1,207
| -59% | -$127K | 0.07% | 163 |
|
|
2024
Q3 | $222K | Buy |
2,053
+262
| +15% | +$28.3K | 0.06% | 231 |
|
|
2024
Q2 | $175K | Sell |
1,791
-39
| -2% | -$3.81K | 0.05% | 259 |
|
|
2024
Q1 | $186K | Buy |
1,830
+189
| +12% | +$19.2K | 0.06% | 251 |
|
|
2023
Q4 | $162K | Buy |
1,641
+813
| +98% | +$80.3K | 0.05% | 263 |
|
|
2023
Q3 | $72.4K | Buy |
+828
| New | +$72.4K | 0.03% | 380 |
|
|
2023
Q1 | $51K | Buy |
+580
| New | +$51K | 0.02% | 446 |
|
|
2022
Q4 | – | Sell |
-104
| Closed | -$8K | – | 1121 |
|
|
2022
Q3 | $8K | Buy |
+104
| New | +$8K | ﹤0.01% | 791 |
|