Merit 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
$284K Sell
2,802
-488
-15% -$49.4K ﹤0.01% 1364
2025
Q1
$318K Buy
3,290
+105
+3% +$10.1K ﹤0.01% 1101
2024
Q4
$338K Sell
3,185
-146
-4% -$15.5K 0.01% 880
2024
Q3
$360K Sell
3,331
-117
-3% -$12.7K 0.01% 633
2024
Q2
$339K Hold
3,448
0.01% 681
2024
Q1
$339K Sell
3,448
-824
-19% -$81.1K 0.01% 664
2023
Q4
$424K Buy
4,272
+1,227
+40% +$122K 0.01% 530
2023
Q3
$266K Sell
3,045
-805
-21% -$70.4K 0.01% 619
2023
Q2
$354K Sell
3,850
-110
-3% -$10.1K 0.01% 546
2023
Q1
$352K Sell
3,960
-1,046
-21% -$92.9K 0.01% 471
2022
Q4
$434K Buy
5,006
+514
+11% +$44.5K 0.02% 457
2022
Q3
$363K Buy
4,492
+22
+0.5% +$1.78K 0.02% 402
2022
Q2
$380K Buy
4,470
+874
+24% +$74.3K 0.01% 396
2022
Q1
$356K Sell
3,596
-40
-1% -$3.96K 0.02% 278
2021
Q4
$382K Buy
3,636
+10
+0.3% +$1.05K 0.04% 194
2021
Q3
$365K Sell
3,626
-122
-3% -$12.3K 0.04% 187
2021
Q2
$389K Buy
3,748
+742
+25% +$77K 0.04% 180
2021
Q1
$299K Buy
+3,006
New +$299K 0.03% 190