JFS Wealth 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 | $24K | Sell |
237
-50
| -17% | -$5.07K | ﹤0.01% | 618 |
|
|
2025
Q1 | $27.7K | Buy |
287
+50
| +21% | +$4.83K | ﹤0.01% | 594 |
|
|
2024
Q4 | $25.2K | Buy |
237
+3
| +1% | +$319 | ﹤0.01% | 593 |
|
|
2024
Q3 | $25.3K | Hold |
234
| – | – | ﹤0.01% | 592 |
|
|
2024
Q2 | $23K | Hold |
234
| – | – | ﹤0.01% | 572 |
|
|
2024
Q1 | $23.8K | Hold |
234
| – | – | ﹤0.01% | 590 |
|
|
2023
Q4 | $23.2K | Hold |
234
| – | – | ﹤0.01% | 554 |
|
|
2023
Q3 | $20.5K | Hold |
234
| – | – | ﹤0.01% | 543 |
|
|
2023
Q2 | $21.5K | Hold |
234
| – | – | ﹤0.01% | 531 |
|
|
2023
Q1 | $20.8K | Buy |
+234
| New | +$20.8K | ﹤0.01% | 532 |
|