IHT Wealth Management’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-16,516
| Closed | -$1.14M | – | 545 |
|
2018
Q4 | $1.14M | Sell |
16,516
-2,870
| -15% | -$198K | 0.22% | 117 |
|
2018
Q3 | $1.68M | Buy |
19,386
+11,108
| +134% | +$963K | 0.36% | 66 |
|
2018
Q2 | $672K | Hold |
8,278
| – | – | 0.17% | 153 |
|
2018
Q1 | $604K | Sell |
8,278
-7,864
| -49% | -$574K | 0.16% | 159 |
|
2017
Q4 | $1.19M | Buy |
+16,142
| New | +$1.19M | 0.32% | 79 |
|