Larson Financial 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 | $101K | Hold |
998
| – | – | ﹤0.01% | 840 |
|
|
2025
Q1 | $96.3K | Hold |
998
| – | – | ﹤0.01% | 806 |
|
|
2024
Q4 | $106K | Sell |
998
-120
| -11% | -$12.7K | 0.01% | 716 |
|
|
2024
Q3 | $121K | Sell |
1,118
-113
| -9% | -$12.2K | 0.01% | 682 |
|
|
2024
Q2 | $121K | Sell |
1,231
-508
| -29% | -$49.9K | 0.01% | 598 |
|
|
2024
Q1 | $176K | Hold |
1,739
| – | – | 0.01% | 438 |
|
|
2023
Q4 | $172K | Buy |
1,739
+869
| +100% | +$86.2K | 0.02% | 385 |
|
|
2023
Q3 | $76K | Hold |
870
| – | – | 0.01% | 507 |
|
|
2023
Q2 | $79.9K | Buy |
870
+252
| +41% | +$23.1K | 0.01% | 455 |
|
|
2023
Q1 | $54.8K | Hold |
618
| – | – | 0.01% | 532 |
|
|
2022
Q4 | $53.5K | Buy |
618
+330
| +115% | +$28.6K | 0.01% | 509 |
|
|
2022
Q3 | $23K | Hold |
288
| – | – | ﹤0.01% | 607 |
|
|
2022
Q2 | $25K | Buy |
288
+60
| +26% | +$5.21K | ﹤0.01% | 505 |
|
|
2022
Q1 | $23K | Hold |
228
| – | – | ﹤0.01% | 505 |
|
|
2021
Q4 | $24K | Buy |
228
+2
| +0.9% | +$211 | ﹤0.01% | 509 |
|
|
2021
Q3 | $23K | Hold |
226
| – | – | ﹤0.01% | 440 |
|
|
2021
Q2 | $23K | Hold |
226
| – | – | 0.01% | 415 |
|
|
2021
Q1 | $22K | Sell |
226
-28
| -11% | -$2.73K | 0.01% | 397 |
|
|
2020
Q4 | $21K | Buy |
254
+200
| +370% | +$16.5K | 0.01% | 365 |
|
|
2020
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 570 |
|
|
2020
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 537 |
|
|
2020
Q1 | $3K | Hold |
54
| – | – | ﹤0.01% | 414 |
|
|
2019
Q4 | $4K | Hold |
54
| – | – | ﹤0.01% | 402 |
|
|
2019
Q3 | $4K | Hold |
54
| – | – | ﹤0.01% | 392 |
|
|
2019
Q2 | $4K | Hold |
54
| – | – | ﹤0.01% | 341 |
|
|
2019
Q1 | $4K | Hold |
54
| – | – | ﹤0.01% | 330 |
|
|
2018
Q4 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 336 |
|