J.P. Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.29M | Sell |
24,257
-125
| -0.5% | -$11.8K | 0.01% | 694 |
|
|
2023
Q2 | $2.42M | Sell |
24,382
-1,100
| -4% | -$109K | 0.01% | 501 |
|
|
2023
Q1 | $2.41M | Buy |
25,482
+218
| +0.9% | +$20.7K | 0.01% | 809 |
|
|
2022
Q4 | $2.35M | Sell |
25,264
-1,600
| -6% | -$149K | 0.01% | 784 |
|
|
2022
Q3 | $2.35M | Buy |
26,864
+386
| +1% | +$33.8K | 0.01% | 787 |
|
|
2022
Q2 | $2.4M | Sell |
26,478
-1,000
| -4% | -$90.5K | 0.01% | 786 |
|
|
2022
Q1 | $2.97M | Buy |
27,478
+300
| +1% | +$32.4K | 0.01% | 773 |
|
|
2021
Q4 | $3.25M | Buy |
27,178
+3,076
| +13% | +$368K | 0.01% | 738 |
|
|
2021
Q3 | $2.71M | Buy |
24,102
+4,802
| +25% | +$539K | 0.01% | 779 |
|
|
2021
Q2 | $2.21M | Hold |
19,300
| – | – | 0.01% | 833 |
|
|
2021
Q1 | $2.13M | Buy |
19,300
+100
| +0.5% | +$11.1K | 0.01% | 742 |
|
|
2020
Q4 | $1.89M | Hold |
19,200
| – | – | 0.01% | 750 |
|
|
2020
Q3 | $1.46M | Hold |
19,200
| – | – | 0.01% | 742 |
|
|
2020
Q2 | $1.4M | Hold |
19,200
| – | – | 0.01% | 689 |
|
|
2020
Q1 | $1.14M | Hold |
19,200
| – | – | 0.01% | 673 |
|
|
2019
Q4 | $1.59M | Hold |
19,200
| – | – | 0.01% | 659 |
|
|
2019
Q3 | $1.47M | Sell |
19,200
-462
| -2% | -$35.4K | 0.01% | 647 |
|
|
2019
Q2 | $1.54M | Hold |
19,662
| – | – | 0.01% | 641 |
|
|
2019
Q1 | $1.51M | Hold |
19,662
| – | – | 0.01% | 677 |
|
|
2018
Q4 | $1.36M | Hold |
19,662
| – | – | 0.01% | 659 |
|
|
2018
Q3 | $1.7M | Hold |
19,662
| – | – | 0.01% | 664 |
|
|
2018
Q2 | $1.6M | Sell |
19,662
-66
| -0.3% | -$5.36K | 0.01% | 648 |
|
|
2018
Q1 | $1.47M | Hold |
19,728
| – | – | 0.01% | 553 |
|
|
2017
Q4 | $1.44M | Hold |
19,728
| – | – | 0.01% | 568 |
|
|
2017
Q3 | $1.39M | Sell |
19,728
-1,524
| -7% | -$107K | 0.01% | 546 |
|
|
2017
Q2 | $1.42M | Hold |
21,252
| – | – | 0.01% | 532 |
|
|
2017
Q1 | $1.4M | Sell |
21,252
-100
| -0.5% | -$6.56K | 0.01% | 547 |
|
|
2016
Q4 | $1.37M | Hold |
21,352
| – | – | 0.01% | 516 |
|
|
2016
Q3 | $1.26M | Sell |
21,352
-242
| -1% | -$14.3K | 0.01% | 536 |
|
|
2016
Q2 | $1.18M | Buy |
21,594
+176
| +0.8% | +$9.63K | 0.01% | 553 |
|
|
2016
Q1 | $1.14M | Buy |
+21,418
| New | +$1.14M | 0.01% | 520 |
|