Klingman & Associates’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
Q3 | $1.21M | Hold |
|
|||||
|
2025
Q2 | $1.11M | Hold |
|
|||||
|
2025
Q1 | $1.06M | Hold |
|
|||||
|
2024
Q4 | $1.16M | Hold |
|
|||||
|
2024
Q3 | $1.18M | Hold |
|
|||||
|
2024
Q2 | $1.07M | Hold |
|
|||||
|
2024
Q1 | $1.11M | Hold |
|
|||||
|
2023
Q4 | $1.08M | Hold |
|
|||||
|
2023
Q3 | $956K | Hold |
|
|||||
|
2023
Q2 | $1M | Hold |
|
|||||
|
2023
Q1 | $971K | Hold |
|
|||||
|
2022
Q4 | $947K | Sell |
|
|||||
|
2022
Q3 | $885K | Hold |
|
|||||
|
2022
Q2 | $932K | Buy |
|
|||||
|
2022
Q1 | $1.08M | Hold |
|
|||||
|
2021
Q4 | $1.15M | Hold |
|
|||||
|
2021
Q3 | $1.1M | Hold |
|
|||||
|
2021
Q2 | $1.13M | Hold |
|
|||||
|
2021
Q1 | $1.09M | Hold |
|
|||||
|
2020
Q4 | $917K | Hold |
|
|||||
|
2020
Q3 | $706K | Hold |
|
|||||
|
2020
Q2 | $684K | Hold |
|
|||||
|
2020
Q1 | $560K | Hold |
|
|||||
|
2019
Q4 | $832K | Buy |
|