Shepherd Kaplan Krochuk’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Hold |
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|
2025
Q1 | $1.07M | Hold |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $1.19M | Hold |
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|
2024
Q2 | $1.08M | Hold |
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|
2024
Q1 | $1.11M | Hold |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $952K | Hold |
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|
2023
Q2 | $1M | Hold |
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|
2023
Q1 | $967K | Sell |
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|
2022
Q4 | $944K | Buy |
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|
2022
Q3 | $867K | Hold |
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|
2022
Q2 | $913K | Buy |
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|
2022
Q1 | $937K | Hold |
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|
2021
Q4 | $994K | Buy |
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|
2021
Q3 | $937K | Hold |
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|
2021
Q2 | $964K | Hold |
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|
2021
Q1 | $925K | Buy |
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|
2020
Q4 | $634K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $471K | Buy |
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|
2019
Q3 | $321K | Hold |
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|
2019
Q2 | $321K | Buy |
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