Raymond James Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $350K | Sell |
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|
2024
Q2 | $319K | Buy |
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|
2024
Q1 | $293K | Hold |
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|
2023
Q4 | $286K | Hold |
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|
2023
Q3 | $252K | Hold |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $261K | Buy |
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|
2022
Q4 | $243K | Hold |
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|
2022
Q3 | $227K | Hold |
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|
2022
Q2 | $239K | Hold |
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|
2022
Q1 | $278K | Buy |
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|
2021
Q4 | $291K | Buy |
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|
2021
Q3 | $264K | Hold |
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|
2021
Q2 | $272K | Hold |
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|
2021
Q1 | $261K | Sell |
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|
2020
Q4 | $233K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $212K | Buy |
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