Phillips Financial Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.96M | Sell |
|
|||||
|
2025
Q2 | $3.65M | Hold |
|
|||||
|
2025
Q1 | $3.48M | Buy |
|
|||||
|
2024
Q4 | $3.81M | Sell |
|
|||||
|
2024
Q3 | $4.05M | Hold |
|
|||||
|
2024
Q2 | $3.68M | Sell |
|
|||||
|
2024
Q1 | $4.81M | Sell |
|
|||||
|
2023
Q4 | $5.15M | Sell |
|
|||||
|
2023
Q3 | $4.75M | Hold |
|
|||||
|
2023
Q2 | $4.99M | Sell |
|
|||||
|
2023
Q1 | $4.84M | Sell |
|
|||||
|
2022
Q4 | $6.41M | Sell |
|
|||||
|
2022
Q3 | $6.1M | Hold |
|
|||||
|
2022
Q2 | $6.42M | Buy |
|
|||||
|
2022
Q1 | $7.16M | Buy |
|
|||||
|
2021
Q4 | $7.27M | Buy |
|
|||||
|
2021
Q3 | $6.56M | Buy |
|
|||||
|
2021
Q2 | $4.33M | Buy |
|
|||||
|
2021
Q1 | $2.21M | Buy |
|
|||||
|
2020
Q4 | $1.76M | Buy |
|
|||||
|
2020
Q3 | $1.31M | Buy |
|
|||||
|
2020
Q2 | $1.26M | Buy |
|