Icon Wealth Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$423K Hold
2025
Q2
$380K Hold
2025
Q1
$372K Hold
2024
Q4
$414K Hold
2024
Q3
$410K Hold
2024
Q2
$416K Hold
2024
Q1
$392K Hold
2023
Q4
$393K Buy
2022
Q4
$348K Hold
2022
Q3
$317K Buy