Klingman & Associates’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 | $1.11M | Hold |
10,934
| – | – | 0.06% | 109 |
|
|
2025
Q1 | $1.06M | Hold |
10,934
| – | – | 0.06% | 105 |
|
|
2024
Q4 | $1.16M | Hold |
10,934
| – | – | 0.07% | 93 |
|
|
2024
Q3 | $1.18M | Hold |
10,934
| – | – | 0.07% | 102 |
|
|
2024
Q2 | $1.07M | Hold |
10,934
| – | – | 0.07% | 94 |
|
|
2024
Q1 | $1.11M | Hold |
10,934
| – | – | 0.08% | 92 |
|
|
2023
Q4 | $1.08M | Hold |
10,934
| – | – | 0.08% | 89 |
|
|
2023
Q3 | $956K | Hold |
10,934
| – | – | 0.08% | 92 |
|
|
2023
Q2 | $1M | Hold |
10,934
| – | – | 0.08% | 87 |
|
|
2023
Q1 | $971K | Hold |
10,934
| – | – | 0.08% | 82 |
|
|
2022
Q4 | $947K | Sell |
10,934
-30
| -0.3% | -$2.6K | 0.08% | 83 |
|
|
2022
Q3 | $885K | Hold |
10,964
| – | – | 0.09% | 81 |
|
|
2022
Q2 | $932K | Buy |
10,964
+30
| +0.3% | +$2.55K | 0.09% | 79 |
|
|
2022
Q1 | $1.08M | Hold |
10,934
| – | – | 0.09% | 72 |
|
|
2021
Q4 | $1.15M | Hold |
10,934
| – | – | 0.1% | 68 |
|
|
2021
Q3 | $1.1M | Hold |
10,934
| – | – | 0.1% | 67 |
|
|
2021
Q2 | $1.13M | Hold |
10,934
| – | – | 0.11% | 63 |
|
|
2021
Q1 | $1.09M | Hold |
10,934
| – | – | 0.11% | 60 |
|
|
2020
Q4 | $917K | Hold |
10,934
| – | – | 0.11% | 60 |
|
|
2020
Q3 | $706K | Hold |
10,934
| – | – | 0.1% | 63 |
|
|
2020
Q2 | $684K | Hold |
10,934
| – | – | 0.1% | 62 |
|
|
2020
Q1 | $560K | Hold |
10,934
| – | – | 0.11% | 70 |
|
|
2019
Q4 | $832K | Buy |
+10,934
| New | +$832K | 0.14% | 58 |
|