Steward Partners Investment Advisory’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
Q2 | $1.48M | Buy |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $1.32M | Buy |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.14M | Buy |
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|
2023
Q3 | $969K | Buy |
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|
2023
Q2 | $968K | Buy |
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|
2023
Q1 | $919K | Buy |
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|
2022
Q4 | $868K | Buy |
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|
2022
Q3 | $669K | Sell |
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|
2022
Q2 | $791K | Buy |
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|
2022
Q1 | $680K | Buy |
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|
2021
Q4 | $683K | Sell |
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|
2021
Q3 | $655K | Sell |
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|
2021
Q2 | $692K | Sell |
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|
2021
Q1 | $664K | Sell |
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|
2020
Q4 | $571K | Buy |
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|
2020
Q3 | $408K | Buy |
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|
2020
Q2 | $108K | Sell |
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|
2020
Q1 | $93K | Sell |
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|
2019
Q4 | $141K | Buy |
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|
2019
Q3 | $120K | Sell |
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|
2019
Q2 | $130K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $146K | Sell |
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|
2018
Q2 | $140K | Buy |
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|
2018
Q1 | $86K | Hold |
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|
2017
Q4 | $85K | Hold |
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|
2017
Q3 | $83K | Sell |
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|
2017
Q2 | $79K | Buy |
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|
2017
Q1 | $68K | Buy |
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