Phillips Financial Management’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.12M | Sell |
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|
2025
Q2 | $1.2M | Hold |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $1.29M | Sell |
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|
2024
Q3 | $1.63M | Sell |
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|
2024
Q2 | $1.53M | Buy |
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|
2024
Q1 | $1.4M | Buy |
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|
2023
Q4 | $1.24M | Sell |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.36M | Buy |
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|
2022
Q4 | $1.27M | Sell |
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.47M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.24M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.06M | Buy |
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|
2016
Q2 | $1.07M | Sell |
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|
2016
Q1 | $1.02M | Hold |
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|
2015
Q4 | $874K | Sell |
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|
2015
Q3 | $995K | Sell |
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|
2015
Q2 | $1.1M | Sell |
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|
2015
Q1 | $1.14M | Sell |
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|
2014
Q4 | $1.13M | Sell |
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|
2014
Q3 | $1.17M | Sell |
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|
2014
Q2 | $1.32M | Sell |
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|
2014
Q1 | $1.32M | Buy |
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|
2013
Q4 | $1.29M | Sell |
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|
2013
Q3 | $1.29M | Sell |
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|
2013
Q2 | $1.29M | Buy |
|