Resonant Capital Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-35,592
| Closed | -$3.15M | – | 355 |
|
|
2024
Q1 | $3.15M | Buy |
35,592
+219
| +0.6% | +$19.4K | 0.27% | 82 |
|
|
2023
Q4 | $3.13M | Buy |
35,373
+2,370
| +7% | +$210K | 0.3% | 70 |
|
|
2023
Q3 | $2.56M | Buy |
33,003
+1,125
| +4% | +$87.2K | 0.27% | 81 |
|
|
2023
Q2 | $2.63M | Buy |
31,878
+1,558
| +5% | +$128K | 0.29% | 81 |
|
|
2023
Q1 | $2.45M | Sell |
30,320
-18
| -0.1% | -$1.45K | 0.28% | 85 |
|
|
2022
Q4 | $2.38M | Buy |
+30,338
| New | +$2.38M | 0.3% | 84 |
|