Walkner Condon 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 | $497K | Hold |
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|
2025
Q1 | $474K | Sell |
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|
2024
Q4 | $537K | Buy |
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|
2024
Q3 | $520K | Sell |
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|
2024
Q2 | $473K | Hold |
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|
2024
Q1 | $489K | Hold |
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|
2023
Q4 | $478K | Buy |
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|
2023
Q3 | $404K | Hold |
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|
2023
Q2 | $425K | Hold |
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|
2023
Q1 | $410K | Sell |
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|
2022
Q4 | $400K | Buy |
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|
2022
Q3 | $365K | Hold |
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|
2022
Q2 | $384K | Buy |
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|
2022
Q1 | $447K | Sell |
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|
2021
Q4 | $505K | Buy |
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|
2021
Q3 | $483K | Buy |
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|
2021
Q2 | $495K | Sell |
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|
2021
Q1 | $476K | Sell |
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|
2020
Q4 | $405K | Buy |
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|
2020
Q3 | $255K | Buy |
|