Kestra Private Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
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|
2025
Q1 | $254K | Hold |
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|
2024
Q4 | $279K | Sell |
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|
2024
Q3 | $285K | Hold |
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|
2024
Q2 | $259K | Hold |
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|
2024
Q1 | $268K | Buy |
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|
2023
Q4 | $253K | Buy |
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|
2023
Q3 | $221K | Sell |
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|
2023
Q2 | $237K | Buy |
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $224K | Buy |
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