Keeler & Nadler Financial Planning & Wealth Management’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 | $360K | Hold |
3,557
| – | – | 0.14% | 54 |
|
|
2025
Q1 | $341K | Hold |
3,557
| – | – | 0.15% | 52 |
|
|
2024
Q4 | $377K | Sell |
3,557
-1,050
| -23% | -$111K | 0.18% | 50 |
|
|
2024
Q3 | $498K | Sell |
4,607
-120
| -3% | -$13K | 0.24% | 42 |
|
|
2024
Q2 | $464K | Sell |
4,727
-1,022
| -18% | -$100K | 0.26% | 41 |
|
|
2024
Q1 | $584K | Sell |
5,749
-187
| -3% | -$19K | 0.35% | 40 |
|
|
2023
Q4 | $589K | Buy |
+5,936
| New | +$589K | 0.43% | 32 |
|
|
2022
Q4 | $531K | Buy |
+6,128
| New | +$531K | 0.48% | 33 |
|
|
2021
Q4 | $662K | Buy |
+6,302
| New | +$662K | 0.61% | 30 |
|