Sovereign Financial Group’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
Q3 | $561K | Sell |
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|
2025
Q2 | $524K | Buy |
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|
2025
Q1 | $484K | Sell |
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|
2024
Q4 | $535K | Buy |
|
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|
2024
Q3 | $540K | Sell |
|
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|
2024
Q2 | $530K | Buy |
|
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|
2024
Q1 | $544K | Buy |
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|
2023
Q4 | $521K | Buy |
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|
2023
Q3 | $445K | Sell |
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|
2023
Q2 | $473K | Buy |
|
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|
2023
Q1 | $444K | Sell |
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|
2022
Q4 | $513K | Sell |
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|
2022
Q3 | $518K | Sell |
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|
2022
Q2 | $558K | Sell |
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|
2022
Q1 | $665K | Sell |
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|
2021
Q4 | $955K | Sell |
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|
2021
Q3 | $925K | Sell |
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|
2021
Q2 | $1.27M | Hold |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q4 | $1.03M | Buy |
|