Sigma Planning Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,964
| Closed | -$208K | – | 1276 |
|
|
2024
Q4 | $208K | Sell |
1,964
-372
| -16% | -$39.4K | 0.01% | 1083 |
|
|
2024
Q3 | $253K | Buy |
2,336
+91
| +4% | +$9.85K | 0.01% | 1025 |
|
|
2024
Q2 | $221K | Sell |
2,245
-933
| -29% | -$91.6K | 0.01% | 1038 |
|
|
2024
Q1 | $323K | Buy |
3,178
+870
| +38% | +$88.3K | 0.01% | 924 |
|
|
2023
Q4 | $229K | Sell |
2,308
-4,118
| -64% | -$408K | 0.02% | 725 |
|
|
2023
Q3 | $562K | Buy |
+6,426
| New | +$562K | 0.02% | 662 |
|
|
2020
Q1 | – | Sell |
-2,646
| Closed | -$201K | – | 1093 |
|
|
2019
Q4 | $201K | Buy |
+2,646
| New | +$201K | 0.01% | 953 |
|
|
2018
Q4 | – | Sell |
-3,322
| Closed | -$265K | – | 957 |
|
|
2018
Q3 | $265K | Buy |
3,322
+534
| +19% | +$42.6K | 0.02% | 743 |
|
|
2018
Q2 | $212K | Buy |
+2,788
| New | +$212K | 0.01% | 803 |
|
|
2018
Q1 | – | Sell |
-3,316
| Closed | -$231K | – | 914 |
|
|
2017
Q4 | $231K | Buy |
3,316
+30
| +0.9% | +$2.09K | 0.02% | 712 |
|
|
2017
Q3 | $223K | Sell |
3,286
-50
| -1% | -$3.39K | 0.02% | 722 |
|
|
2017
Q2 | $213K | Buy |
+3,336
| New | +$213K | 0.02% | 680 |
|