Tyler-Stone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-657
| Closed | -$64.5K | – | 868 |
|
|
2024
Q2 | $64.5K | Hold |
657
| – | – | 0.03% | 336 |
|
|
2024
Q1 | $66.7K | Hold |
657
| – | – | 0.03% | 328 |
|
|
2023
Q4 | $65.2K | Sell |
657
-21
| -3% | -$2.08K | 0.03% | 324 |
|
|
2023
Q3 | $59K | Hold |
678
| – | – | 0.03% | 325 |
|
|
2023
Q2 | $62K | Buy |
+678
| New | +$62K | 0.04% | 314 |
|
|
2022
Q4 | $54K | Sell |
628
-24
| -4% | -$2.06K | 0.04% | 306 |
|
|
2022
Q3 | $53K | Hold |
652
| – | – | 0.04% | 296 |
|
|
2022
Q2 | $55K | Buy |
652
+278
| +74% | +$23.5K | 0.04% | 305 |
|
|
2022
Q1 | $37K | Hold |
374
| – | – | 0.02% | 384 |
|
|
2021
Q4 | $39K | Buy |
+374
| New | +$39K | 0.02% | 395 |
|