Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $342K | Hold |
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|
2023
Q2 | $364K | Hold |
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|
2023
Q1 | $358K | Buy |
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|
2022
Q2 | $342K | Hold |
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|
2022
Q1 | $393K | Hold |
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|
2021
Q4 | $401K | Hold |
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|
2021
Q3 | $386K | Hold |
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|
2021
Q2 | $405K | Hold |
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|
2021
Q1 | $386K | Hold |
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|
2020
Q4 | $312K | Hold |
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|
2020
Q3 | $236K | Hold |
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|
2020
Q2 | $232K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $308K | Hold |
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|
2019
Q3 | $288K | Hold |
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|
2019
Q2 | $285K | Hold |
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|
2019
Q1 | $283K | Hold |
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|
2018
Q4 | $252K | Hold |
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|
2018
Q3 | $319K | Hold |
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|
2018
Q2 | $313K | Hold |
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|
2018
Q1 | $289K | Hold |
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|
2017
Q4 | $294K | Buy |
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