Taylor & Morgan Wealth Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Hold |
5,695
| – | – | 0.39% | 39 |
|
|
2025
Q1 | $550K | Hold |
5,695
| – | – | 0.41% | 40 |
|
|
2024
Q4 | $604K | Hold |
5,695
| – | – | 0.42% | 37 |
|
|
2024
Q3 | $616K | Sell |
5,695
-300
| -5% | -$32.5K | 0.41% | 36 |
|
|
2024
Q2 | $589K | Hold |
5,995
| – | – | 0.42% | 34 |
|
|
2024
Q1 | $608K | Sell |
5,995
-206
| -3% | -$20.9K | 0.45% | 33 |
|
|
2023
Q4 | $615K | Buy |
6,201
+561
| +10% | +$55.6K | 0.49% | 31 |
|
|
2023
Q3 | $493K | Hold |
5,640
| – | – | 0.44% | 38 |
|
|
2023
Q2 | $518K | Hold |
5,640
| – | – | 0.43% | 37 |
|
|
2023
Q1 | $501K | Hold |
5,640
| – | – | 0.44% | 40 |
|
|
2022
Q4 | $489K | Sell |
5,640
-1,580
| -22% | -$137K | 0.46% | 42 |
|
|
2022
Q3 | $583K | Buy |
+7,220
| New | +$583K | 0.58% | 37 |
|