Jones Financial Companies’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
$3.95M Sell
38,914
-5,465
-12% -$554K ﹤0.01% 553
2025
Q1
$4.26M Buy
44,379
+635
+1% +$61K ﹤0.01% 465
2024
Q4
$4.64M Buy
43,744
+25,691
+142% +$2.72M ﹤0.01% 373
2024
Q3
$1.95M Buy
18,053
+16,370
+973% +$1.77M ﹤0.01% 465
2024
Q2
$165K Buy
+1,683
New +$165K ﹤0.01% 888