Valeo Financial Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
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|
2025
Q1 | $481K | Hold |
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|
2024
Q4 | $529K | Buy |
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|
2024
Q3 | $296K | Buy |
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|
2024
Q2 | $257K | Hold |
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|
2024
Q1 | $253K | Hold |
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|
2023
Q4 | $259K | Sell |
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|
2023
Q3 | $645K | Buy |
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|
2023
Q2 | $240K | Sell |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | $226K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $267K | Buy |
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|
2022
Q1 | $244K | Hold |
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|
2021
Q4 | $259K | Buy |
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|
2021
Q3 | $248K | Hold |
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|
2021
Q2 | $255K | Hold |
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|
2021
Q1 | $245K | Hold |
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|
2020
Q4 | $207K | Buy |
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|
2020
Q3 | $159K | Hold |
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|
2020
Q2 | $154K | Hold |
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|
2020
Q1 | $137K | Hold |
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|
2019
Q4 | $187K | Buy |
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|
2019
Q3 | $118K | Hold |
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|
2019
Q2 | $118K | Sell |
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|
2019
Q1 | $117K | Buy |
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|
2018
Q4 | $89K | Buy |
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|
2018
Q3 | $2K | Hold |
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|
2018
Q2 | $2K | Buy |
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