Private Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-16,388
| Closed | -$1.25M | – | 75 |
|
|
2019
Q4 | $1.25M | Buy |
16,388
+260
| +2% | +$19.8K | 0.72% | 30 |
|
|
2019
Q3 | $1.15M | Sell |
16,128
-3,140
| -16% | -$224K | 0.75% | 28 |
|
|
2019
Q2 | $1.35M | Hold |
19,268
| – | – | 0.92% | 24 |
|
|
2019
Q1 | $1.35M | Buy |
19,268
+1,376
| +8% | +$96.6K | 0.92% | 24 |
|
|
2018
Q4 | $1.13M | Buy |
+17,892
| New | +$1.13M | 0.91% | 25 |
|