J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
| 2023 Q3 | $1.69M | Hold |  | |||||
| 2023 Q2 | $1.8M | Sell |  | |||||
| 2023 Q1 | $1.82M | Hold |  | |||||
| 2022 Q4 | $1.77M | Hold |  | |||||
| 2022 Q3 | $1.61M | Hold |  | |||||
| 2022 Q2 | $1.74M | Hold |  | |||||
| 2022 Q1 | $2M | Hold |  | |||||
| 2021 Q4 | $2.04M | Hold |  | |||||
| 2021 Q3 | $1.96M | Hold |  | |||||
| 2021 Q2 | $2.06M | Sell |  | |||||
| 2021 Q1 | $1.97M | Hold |  | |||||
| 2020 Q4 | $1.59M | Hold |  | |||||
| 2020 Q3 | $1.2M | Hold |  | |||||
| 2020 Q2 | $1.18M | Buy |  | |||||
| 2020 Q1 | $972K | Hold |  | |||||
| 2019 Q4 | $1.56M | Sell |  | |||||
| 2019 Q3 | $1.47M | Sell |  | |||||
| 2019 Q2 | $1.49M | Buy |  | |||||
| 2019 Q1 | $1.46M | Sell |  | |||||
| 2018 Q4 | $1.34M | Buy |  | |||||
| 2018 Q3 | $1.68M | Hold |  | |||||
| 2018 Q2 | $1.65M | Sell |  | |||||
| 2018 Q1 | $1.53M | Hold |  | |||||
| 2017 Q4 | $1.55M | Sell |  | |||||
| 2017 Q3 | $1.55M | Sell |  | |||||
| 2017 Q2 | $1.57M | Sell |  | |||||
| 2017 Q1 | $1.6M | Buy |  | |||||
| 2016 Q4 | $1.46M | Hold |  | |||||
| 2016 Q3 | $1.31M | Sell |  | |||||
| 2016 Q2 | $1.23M | Buy |  | |||||
| 2016 Q1 | $1.19M | Buy |  |