Source Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $807K | Buy |
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|
2024
Q2 | $720K | Buy |
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|
2024
Q1 | $633K | Buy |
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|
2023
Q4 | $604K | Buy |
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|
2023
Q3 | $499K | Sell |
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|
2023
Q2 | $691K | Buy |
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|
2023
Q1 | $664K | Sell |
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|
2022
Q4 | $705K | Buy |
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|
2022
Q3 | $641K | Sell |
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|
2022
Q2 | $874K | Buy |
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|
2022
Q1 | $921K | Buy |
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|
2021
Q4 | $732K | Buy |
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|
2021
Q3 | $623K | Buy |
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|
2021
Q2 | $630K | Sell |
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|
2021
Q1 | $631K | Buy |
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|
2020
Q4 | $478K | Buy |
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