Stone Summit Wealth’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 | $319K | Sell |
3,731
-352
| -9% | -$30.1K | 0.1% | 122 |
|
|
2025
Q1 | $343K | Hold |
4,083
| – | – | 0.12% | 115 |
|
|
2024
Q4 | $381K | Sell |
4,083
-154
| -4% | -$14.4K | 0.13% | 112 |
|
|
2024
Q3 | $392K | Sell |
4,237
-183
| -4% | -$16.9K | 0.13% | 114 |
|
|
2024
Q2 | $370K | Sell |
4,420
-72
| -2% | -$6.02K | 0.13% | 111 |
|
|
2024
Q1 | $397K | Sell |
4,492
-105
| -2% | -$9.28K | 0.14% | 112 |
|
|
2023
Q4 | $407K | Sell |
4,597
-805
| -15% | -$71.2K | 0.16% | 110 |
|
|
2023
Q3 | $416K | Buy |
5,402
+468
| +9% | +$36.1K | 0.18% | 104 |
|
|
2023
Q2 | $405K | Buy |
4,934
+892
| +22% | +$73.2K | 0.17% | 104 |
|
|
2023
Q1 | $326K | Buy |
4,042
+10
| +0.2% | +$808 | 0.15% | 110 |
|
|
2022
Q4 | $317K | Hold |
4,032
| – | – | 0.16% | 112 |
|
|
2022
Q3 | $288K | Hold |
4,032
| – | – | 0.18% | 107 |
|
|
2022
Q2 | $310K | Buy |
4,032
+36
| +0.9% | +$2.77K | 0.19% | 105 |
|
|
2022
Q1 | $357K | Sell |
3,996
-56
| -1% | -$5K | 0.2% | 105 |
|
|
2021
Q4 | $365K | Buy |
+4,052
| New | +$365K | 0.3% | 87 |
|