TFO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-448
| Closed | -$39.6K | – | 718 |
|
|
2024
Q1 | $39.6K | Hold |
448
| – | – | 0.01% | 60 |
|
|
2023
Q4 | $39.6K | Hold |
448
| – | – | 0.01% | 61 |
|
|
2023
Q3 | $36.8K | Hold |
448
| – | – | 0.01% | 103 |
|
|
2023
Q2 | $36.8K | Hold |
448
| – | – | 0.01% | 93 |
|
|
2023
Q1 | $36.2K | Sell |
448
-127,854
| -100% | -$10.3M | 0.01% | 76 |
|
|
2022
Q4 | $3.32M | Buy |
128,302
+118,938
| +1,270% | +$3.08M | 0.77% | 11 |
|
|
2022
Q3 | $668K | Buy |
+9,364
| New | +$668K | 0.17% | 24 |
|