Stokes Family Office’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Buy |
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|
2025
Q1 | $410K | Hold |
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|
2024
Q4 | $455K | Hold |
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|
2024
Q3 | $451K | Buy |
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|
2024
Q2 | $407K | Hold |
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|
2024
Q1 | $430K | Sell |
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|
2023
Q4 | $556K | Sell |
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|
2023
Q3 | $486K | Sell |
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|
2023
Q2 | $599K | Sell |
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|
2023
Q1 | $600K | Buy |
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|
2022
Q4 | $580K | Sell |
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|
2022
Q3 | $538K | Buy |
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|
2022
Q2 | $550K | Sell |
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|
2022
Q1 | $688K | Sell |
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|
2021
Q4 | $725K | Sell |
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|
2021
Q3 | $703K | Buy |
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|
2021
Q2 | $730K | Sell |
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|
2021
Q1 | $683K | Sell |
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|
2020
Q4 | $890K | Buy |
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|
2020
Q3 | $670K | Sell |
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|
2020
Q2 | $1.04M | Sell |
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|
2020
Q1 | $890K | Sell |
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|
2019
Q4 | $1.67M | Buy |
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