New Insight Wealth Advisors’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 | $10.8M | Sell |
106,209
-7,082
| -6% | -$717K | 4.42% | 6 |
|
|
2025
Q1 | $10.9M | Buy |
113,291
+2,812
| +3% | +$271K | 4.96% | 6 |
|
|
2024
Q4 | $11.7M | Sell |
110,479
-3,927
| -3% | -$416K | 5.87% | 3 |
|
|
2024
Q3 | $12.4M | Sell |
114,406
-595
| -0.5% | -$64.4K | 6.51% | 3 |
|
|
2024
Q2 | $11.3M | Buy |
115,001
+744
| +0.7% | +$73.1K | 6.65% | 3 |
|
|
2024
Q1 | $11.6M | Buy |
114,257
+11,966
| +12% | +$1.21M | 7.24% | 2 |
|
|
2023
Q4 | $10.1M | Buy |
+102,291
| New | +$10.1M | 6.83% | 3 |
|