Stone Summit Wealth’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
Q3 | $352K | Sell |
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|
2025
Q2 | $319K | Sell |
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|
2025
Q1 | $343K | Hold |
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|
2024
Q4 | $381K | Sell |
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|
2024
Q3 | $392K | Sell |
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|
2024
Q2 | $370K | Sell |
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|
2024
Q1 | $397K | Sell |
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|
2023
Q4 | $407K | Sell |
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|
2023
Q3 | $416K | Buy |
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|
2023
Q2 | $405K | Buy |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q4 | $317K | Hold |
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|
2022
Q3 | $288K | Hold |
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|
2022
Q2 | $310K | Buy |
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|
2022
Q1 | $357K | Sell |
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|
2021
Q4 | $365K | Buy |
|