Valmark Advisers’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 | $3.75M | Buy |
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|
2025
Q1 | $1.45M | Buy |
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|
2024
Q4 | $1.56M | Sell |
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|
2024
Q3 | $1.71M | Sell |
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|
2024
Q2 | $1.57M | Sell |
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|
2024
Q1 | $1.64M | Sell |
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|
2023
Q4 | $1.66M | Buy |
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|
2023
Q3 | $643K | Sell |
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|
2023
Q2 | $680K | Sell |
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|
2023
Q1 | $665K | Sell |
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|
2022
Q4 | $652K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Sell |
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|
2021
Q4 | $241K | Sell |
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|
2021
Q3 | $238K | Buy |
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|
2021
Q2 | $222K | Sell |
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|
2021
Q1 | $298K | Sell |
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|
2020
Q4 | $255K | Sell |
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|
2020
Q3 | $204K | Buy |
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