Spire Wealth Management’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.53M | Sell |
17,876
-7,240
| -29% | -$620K | 0.05% | 283 |
|
2025
Q1 | $2.11M | Sell |
25,116
-38,965
| -61% | -$3.27M | 0.07% | 256 |
|
2024
Q4 | $5.98M | Sell |
64,081
-4,141
| -6% | -$386K | 0.19% | 113 |
|
2024
Q3 | $6.31M | Buy |
68,222
+1,622
| +2% | +$150K | 0.21% | 100 |
|
2024
Q2 | $5.57M | Buy |
66,600
+348
| +0.5% | +$29.1K | 0.2% | 108 |
|
2024
Q1 | $5.86M | Sell |
66,252
-396
| -0.6% | -$35K | 0.11% | 136 |
|
2023
Q4 | $5.6M | Buy |
66,648
+843
| +1% | +$70.8K | 0.18% | 121 |
|
2023
Q3 | $5.07M | Buy |
65,805
+770
| +1% | +$59.3K | 0.19% | 102 |
|
2023
Q2 | $5.34M | Sell |
65,035
-810
| -1% | -$66.5K | 0.2% | 102 |
|
2023
Q1 | $5.32M | Buy |
65,845
+44,067
| +202% | +$3.56M | 0.21% | 106 |
|
2022
Q4 | $1.71M | Sell |
21,778
-16,886
| -44% | -$1.33M | 0.1% | 168 |
|
2022
Q3 | $2.76M | Buy |
38,664
+2,250
| +6% | +$161K | 0.17% | 118 |
|
2022
Q2 | $2.8M | Buy |
36,414
+34,452
| +1,756% | +$2.65M | 0.12% | 166 |
|
2022
Q1 | $223K | Buy |
+1,962
| New | +$223K | 0.01% | 845 |
|