Simon Quick 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,030
| Closed | -$389K | – | 830 |
|
|
2025
Q1 | $389K | Hold |
4,030
| – | – | 0.02% | 360 |
|
|
2024
Q4 | $427K | Hold |
4,030
| – | – | 0.03% | 275 |
|
|
2024
Q3 | $436K | Hold |
4,030
| – | – | 0.03% | 258 |
|
|
2024
Q2 | $396K | Hold |
4,030
| – | – | 0.03% | 250 |
|
|
2024
Q1 | $409K | Hold |
4,030
| – | – | 0.03% | 239 |
|
|
2023
Q4 | $400K | Hold |
4,030
| – | – | 0.04% | 198 |
|
|
2023
Q3 | $352K | Hold |
4,030
| – | – | 0.03% | 211 |
|
|
2023
Q2 | $370K | Hold |
4,030
| – | – | 0.03% | 184 |
|
|
2023
Q1 | $358K | Hold |
4,030
| – | – | 0.04% | 185 |
|
|
2022
Q4 | $349K | Hold |
4,030
| – | – | 0.04% | 157 |
|
|
2022
Q3 | $325K | Hold |
4,030
| – | – | 0.05% | 145 |
|
|
2022
Q2 | $377K | Buy |
+4,030
| New | +$377K | 0.05% | 130 |
|