Sax Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,180
| Closed | -$216K | – | 180 |
|
|
2022
Q1 | $216K | Hold |
2,180
| – | – | 0.05% | 163 |
|
|
2021
Q4 | $229K | Hold |
2,180
| – | – | 0.05% | 164 |
|
|
2021
Q3 | $220K | Hold |
2,180
| – | – | 0.05% | 158 |
|
|
2021
Q2 | $226K | Hold |
2,180
| – | – | 0.08% | 145 |
|
|
2021
Q1 | $217K | Buy |
+2,180
| New | +$217K | 0.08% | 139 |
|