Partners in Financial Planning’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
Q2 | – | Sell |
-2,113
| Closed | -$200K | – | 95 |
|
2023
Q1 | $200K | Buy |
+2,113
| New | +$200K | 0.05% | 93 |
|
2022
Q4 | – | Sell |
-2,110
| Closed | -$207K | – | 95 |
|
2022
Q3 | $207K | Buy |
2,110
+2
| +0.1% | +$196 | 0.06% | 88 |
|
2022
Q2 | $206K | Buy |
2,108
+2
| +0.1% | +$195 | 0.07% | 93 |
|
2022
Q1 | $214K | Hold |
2,106
| – | – | 0.07% | 89 |
|
2021
Q4 | $226K | Buy |
2,106
+4
| +0.2% | +$429 | 0.07% | 86 |
|
2021
Q3 | $236K | Hold |
2,102
| – | – | 0.07% | 83 |
|
2021
Q2 | $240K | Buy |
+2,102
| New | +$240K | 0.08% | 80 |
|