Kerntke Otto McGlone Wealth Management Group’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 | – | Sell |
-2,285
| Closed | -$221K | – | 88 |
|
|
2025
Q1 | $221K | Sell |
2,285
-122
| -5% | -$11.8K | 0.19% | 77 |
|
|
2024
Q4 | $255K | Buy |
2,407
+35
| +1% | +$3.71K | 0.19% | 71 |
|
|
2024
Q3 | $257K | Buy |
2,372
+200
| +9% | +$21.6K | 0.21% | 70 |
|
|
2024
Q2 | $213K | Buy |
2,172
+100
| +5% | +$9.82K | 0.2% | 70 |
|
|
2024
Q1 | $210K | Buy |
+2,072
| New | +$210K | 0.21% | 69 |
|