UP Strategic Wealth Investment Advisors’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 | $315K | Sell |
3,109
-46
| -1% | -$4.66K | 0.25% | 60 |
|
|
2025
Q1 | $304K | Hold |
3,155
| – | – | 0.27% | 61 |
|
|
2024
Q4 | $335K | Sell |
3,155
-779
| -20% | -$82.6K | 0.33% | 49 |
|
|
2024
Q3 | $426K | Hold |
3,934
| – | – | 0.48% | 40 |
|
|
2024
Q2 | $386K | Buy |
3,934
+470
| +14% | +$46.2K | 0.59% | 36 |
|
|
2024
Q1 | $352K | Sell |
3,464
-182
| -5% | -$18.5K | 0.58% | 39 |
|
|
2023
Q4 | $362K | Buy |
+3,646
| New | +$362K | 0.66% | 38 |
|