Personal CFO Solutions’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-11,627
| Closed | -$1.39M | – | 608 |
|
2024
Q3 | $1.39M | Sell |
11,627
-2,042
| -15% | -$245K | 0.19% | 95 |
|
2024
Q2 | $1.51M | Buy |
+13,669
| New | +$1.51M | 0.23% | 81 |
|
2024
Q1 | – | Sell |
-30,118
| Closed | -$3.24M | – | 576 |
|
2023
Q4 | $3.24M | Buy |
30,118
+981
| +3% | +$106K | 0.56% | 36 |
|
2023
Q3 | $2.75M | Buy |
29,137
+598
| +2% | +$56.4K | 0.54% | 35 |
|
2023
Q2 | $2.83M | Buy |
28,539
+646
| +2% | +$64K | 0.57% | 33 |
|
2023
Q1 | $2.64M | Buy |
27,893
+863
| +3% | +$81.8K | 0.55% | 37 |
|
2022
Q4 | $2.52M | Buy |
27,030
+2,530
| +10% | +$236K | 0.53% | 36 |
|
2022
Q3 | $2.15M | Buy |
24,500
+404
| +2% | +$35.4K | 0.54% | 40 |
|
2022
Q2 | $2.18M | Buy |
+24,096
| New | +$2.18M | 0.51% | 41 |
|