JP Morgan Chase’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $39.2M | Buy |
351,267
+3,568
| +1% | +$418K | ﹤0.01% | 1541 |
|
|
2025
Q4 | $38.6M | Buy |
347,699
+225,850
| +185% | +$25.1M | ﹤0.01% | 1539 |
|
|
2025
Q3 | $13.5M | Sell |
121,849
-1,772
| -1% | -$189K | ﹤0.01% | 2464 |
|
|
2025
Q2 | $12.5M | Sell |
123,621
-6,051
| -5% | -$578K | ﹤0.01% | 2349 |
|
|
2025
Q1 | $12.5M | Buy |
129,672
+21,453
| +20% | +$2.23M | ﹤0.01% | 2349 |
|
|
2024
Q4 | $11.5M | Buy |
108,219
+25,301
| +31% | +$2.8M | ﹤0.01% | 2565 |
|
|
2024
Q3 | $8.97M | Buy |
82,918
+24,265
| +41% | +$2.53M | ﹤0.01% | 2700 |
|
|
2024
Q2 | $5.76M | Buy |
58,653
+10,588
| +22% | +$1.04M | ﹤0.01% | 2931 |
|
|
2024
Q1 | $4.88M | Sell |
48,065
-12,807
| -21% | -$1.24M | ﹤0.01% | 3128 |
|
|
2023
Q4 | $6.04M | Buy |
60,872
+55,914
| +1,128% | +$4.98M | ﹤0.01% | 2921 |
|
|
2023
Q3 | $433K | Buy |
4,958
+108
| +2% | +$9.95K | ﹤0.01% | 4568 |
|
|
2023
Q2 | $446K | Sell |
4,850
-19,231
| -80% | -$1.68M | ﹤0.01% | 4557 |
|
|
2023
Q1 | $2.14M | Buy |
24,081
+21,253
| +752% | +$1.95M | ﹤0.01% | 3494 |
|
|
2022
Q4 | $245K | Buy |
2,828
+38
| +1% | +$3.37K | ﹤0.01% | 4933 |
|
|
2022
Q3 | $226K | Buy |
2,790
+1,964
| +238% | +$176K | ﹤0.01% | 4891 |
|
|
2022
Q2 | $70K | Buy |
826
+50
| +6% | +$4.57K | ﹤0.01% | 5555 |
|
|
2022
Q1 | $77K | Sell |
776
-130
| -14% | -$12.9K | ﹤0.01% | 5622 |
|
|
2021
Q4 | $95K | Sell |
906
-260
| -22% | -$27.3K | ﹤0.01% | 5710 |
|
|
2021
Q3 | $117K | Buy |
1,166
+390
| +50% | +$39.4K | ﹤0.01% | 5493 |
|
|
2021
Q2 | $80K | Hold |
776
| – | – | ﹤0.01% | 5616 |
|
|
2021
Q1 | $77K | Hold |
776
| – | – | ﹤0.01% | 5448 |
|
|
2020
Q4 | $65K | Sell |
776
-504
| -39% | -$38.1K | ﹤0.01% | 5096 |
|
|
2020
Q3 | $82K | Buy |
1,280
+504
| +65% | +$33.1K | ﹤0.01% | 4786 |
|
|
2020
Q2 | $49K | Hold |
776
| – | – | ﹤0.01% | 4835 |
|
|
2020
Q1 | $40K | Hold |
776
| – | – | ﹤0.01% | 4789 |
|
|
2019
Q4 | $59K | Hold |
776
| – | – | ﹤0.01% | 5071 |
|
|
2019
Q3 | $55K | Hold |
776
| – | – | ﹤0.01% | 5139 |
|
|
2019
Q2 | $55K | Hold |
776
| – | – | ﹤0.01% | 5133 |
|
|
2019
Q1 | $54K | Hold |
776
| – | – | ﹤0.01% | 5104 |
|
|
2018
Q4 | $49K | Hold |
776
| – | – | ﹤0.01% | 5085 |
|
|
2018
Q3 | $62K | Hold |
776
| – | – | ﹤0.01% | 5124 |
|
|
2018
Q2 | $59K | Hold |
776
| – | – | ﹤0.01% | 5018 |
|
|
2018
Q1 | $54K | Hold |
776
| – | – | ﹤0.01% | 4790 |
|
|
2017
Q4 | $54K | Buy |
+776
| New | +$53.4K | ﹤0.01% | 4870 |
|
Other funds holding VIOO
OWM
