Lee Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-634
| Closed | -$62.9K | – | 795 |
|
|
2023
Q4 | $62.9K | Hold |
634
| – | – | 0.01% | 211 |
|
|
2023
Q3 | $55.4K | Hold |
634
| – | – | 0.01% | 203 |
|
|
2023
Q2 | $58.3K | Hold |
634
| – | – | 0.01% | 211 |
|
|
2023
Q1 | $56.3K | Hold |
634
| – | – | 0.01% | 223 |
|
|
2022
Q4 | $54.9K | Hold |
634
| – | – | 0.01% | 246 |
|
|
2022
Q3 | $51K | Hold |
634
| – | – | 0.01% | 249 |
|
|
2022
Q2 | $54K | Hold |
634
| – | – | 0.01% | 241 |
|
|
2022
Q1 | $63K | Buy |
+634
| New | +$63K | 0.01% | 223 |
|
|
2021
Q1 | – | Sell |
-224
| Closed | -$19K | – | 523 |
|
|
2020
Q4 | $19K | Buy |
+224
| New | +$19K | ﹤0.01% | 300 |
|