IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.7K | Sell |
807
-1,441
| -64% | -$146K | ﹤0.01% | 1762 |
|
|
2025
Q1 | $217K | Buy |
2,248
+98
| +5% | +$9.46K | 0.01% | 1136 |
|
|
2024
Q4 | $228K | Buy |
2,150
+24
| +1% | +$2.55K | 0.01% | 1066 |
|
|
2024
Q3 | $230K | Buy |
2,126
+162
| +8% | +$17.5K | 0.01% | 1022 |
|
|
2024
Q2 | $193K | Buy |
1,964
+1,548
| +372% | +$152K | 0.01% | 1063 |
|
|
2024
Q1 | $42.2K | Hold |
416
| – | – | ﹤0.01% | 1661 |
|
|
2023
Q4 | $41.3K | Sell |
416
-76
| -15% | -$7.54K | ﹤0.01% | 1613 |
|
|
2023
Q3 | $43K | Hold |
492
| – | – | ﹤0.01% | 1620 |
|
|
2023
Q2 | $45.2K | Sell |
492
-81
| -14% | -$7.44K | ﹤0.01% | 1649 |
|
|
2023
Q1 | $87K | Sell |
573
-1,855
| -76% | -$282K | ﹤0.01% | 1322 |
|
|
2022
Q4 | $183K | Sell |
2,428
-158
| -6% | -$11.9K | ﹤0.01% | 1400 |
|
|
2022
Q3 | $196K | Hold |
2,586
| – | – | 0.01% | 1412 |
|
|
2022
Q2 | $196K | Hold |
2,586
| – | – | 0.01% | 1291 |
|
|
2022
Q1 | $196K | Buy |
2,586
+2,168
| +519% | +$164K | 0.01% | 1291 |
|
|
2021
Q4 | $45K | Hold |
418
| – | – | ﹤0.01% | 1564 |
|
|
2021
Q3 | $43K | Hold |
418
| – | – | ﹤0.01% | 1598 |
|
|
2021
Q2 | $43K | Hold |
418
| – | – | ﹤0.01% | 1594 |
|
|
2021
Q1 | $41K | Hold |
418
| – | – | ﹤0.01% | 1543 |
|
|
2020
Q4 | $35K | Hold |
418
| – | – | ﹤0.01% | 1575 |
|
|
2020
Q3 | $27K | Buy |
418
+100
| +31% | +$6.46K | ﹤0.01% | 1525 |
|
|
2020
Q2 | $19K | Buy |
318
+218
| +218% | +$13K | ﹤0.01% | 1587 |
|
|
2020
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 2064 |
|
|
2019
Q4 | – | Sell |
-136
| Closed | -$10K | – | 3621 |
|
|
2019
Q3 | $10K | Buy |
+136
| New | +$10K | ﹤0.01% | 2091 |
|
|
2019
Q1 | $9K | Sell |
124
-1,326
| -91% | -$96.2K | ﹤0.01% | 1674 |
|
|
2018
Q4 | $91K | Sell |
1,450
-8,826
| -86% | -$554K | 0.01% | 1242 |
|
|
2018
Q3 | $820K | Buy |
10,276
+150
| +1% | +$12K | 0.03% | 495 |
|
|
2018
Q2 | $771K | Buy |
10,126
+1,144
| +13% | +$87.1K | 0.03% | 498 |
|
|
2018
Q1 | $626K | Hold |
8,982
| – | – | 0.03% | 538 |
|
|
2017
Q4 | $626K | Buy |
8,982
+430
| +5% | +$30K | 0.03% | 537 |
|
|
2017
Q3 | $580K | Sell |
8,552
-150
| -2% | -$10.2K | 0.02% | 631 |
|
|
2017
Q2 | $556K | Buy |
8,702
+150
| +2% | +$9.58K | 0.02% | 641 |
|
|
2017
Q1 | $537K | Buy |
8,552
+428
| +5% | +$26.9K | 0.02% | 640 |
|
|
2016
Q4 | $506K | Buy |
8,124
+5,020
| +162% | +$313K | 0.02% | 609 |
|
|
2016
Q3 | $175K | Buy |
3,104
+2,904
| +1,452% | +$164K | 0.01% | 1058 |
|
|
2016
Q2 | $11K | Buy |
200
+76
| +61% | +$4.18K | ﹤0.01% | 2684 |
|
|
2016
Q1 | $9K | Sell |
124
-76
| -38% | -$5.52K | ﹤0.01% | 1674 |
|
|
2015
Q4 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 2579 |
|