Milestone Advisory Partners’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $315K | Buy |
3,345
+138
| +4% | +$13K | 0.26% | 52 |
|
|
2023
Q2 | $318K | Sell |
3,207
-1,803
| -36% | -$179K | 0.29% | 50 |
|
|
2023
Q1 | $475K | Hold |
5,010
| – | – | 0.44% | 39 |
|
|
2022
Q4 | $467K | Hold |
5,010
| – | – | 0.35% | 41 |
|
|
2022
Q3 | $439K | Buy |
+5,010
| New | +$439K | 0.33% | 40 |
|
|
2022
Q2 | – | Sell |
-3,678
| Closed | -$397K | – | 84 |
|
|
2022
Q1 | $397K | Buy |
3,678
+170
| +5% | +$18.4K | 0.21% | 52 |
|
|
2021
Q4 | $419K | Buy |
+3,508
| New | +$419K | 0.21% | 52 |
|