JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5K | Hold |
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|
2025
Q1 | $18.1K | Hold |
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|
2024
Q4 | $20.2K | Sell |
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|
2024
Q3 | $3.93M | Hold |
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|
2024
Q2 | $3.55M | Buy |
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|
2024
Q1 | $3.75M | Sell |
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|
2023
Q4 | $3.77M | Sell |
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|
2023
Q3 | $3.29M | Sell |
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|
2023
Q2 | $3.99M | Buy |
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|
2023
Q1 | $3.92M | Buy |
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|
2022
Q4 | $3.81M | Sell |
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|
2022
Q3 | $3.47M | Buy |
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|
2022
Q2 | $3.74M | Buy |
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|
2022
Q1 | $4.3M | Buy |
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|
2021
Q4 | $4.38M | Buy |
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|
2021
Q3 | $3.48M | Buy |
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|
2021
Q2 | $1.49M | Buy |
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|
2021
Q1 | $19K | Sell |
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|
2020
Q4 | $16K | Buy |
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|
2020
Q3 | $10K | Buy |
|