JP 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 |
|