Wealthcare Advisory Partners’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 | $227K | Buy |
+2,240
| New | +$227K | 0.01% | 896 |
|
2025
Q1 | – | Sell |
-1,967
| Closed | -$209K | – | 954 |
|
2024
Q4 | $209K | Buy |
1,967
+27
| +1% | +$2.86K | 0.01% | 847 |
|
2024
Q3 | $210K | Buy |
+1,940
| New | +$210K | 0.01% | 819 |
|
2021
Q2 | – | Sell |
-204
| Closed | -$20K | – | 1820 |
|
2021
Q1 | $20K | Buy |
+204
| New | +$20K | ﹤0.01% | 1206 |
|
2020
Q2 | – | Sell |
-484
| Closed | -$25K | – | 1311 |
|
2020
Q1 | $25K | Hold |
484
| – | – | ﹤0.01% | 679 |
|
2019
Q4 | $37K | Hold |
484
| – | – | ﹤0.01% | 619 |
|
2019
Q3 | $35K | Hold |
484
| – | – | 0.01% | 617 |
|
2019
Q2 | $35K | Hold |
484
| – | – | 0.01% | 588 |
|
2019
Q1 | $34K | Hold |
484
| – | – | 0.01% | 549 |
|
2018
Q4 | $30K | Hold |
484
| – | – | 0.01% | 545 |
|
2018
Q3 | $39K | Hold |
484
| – | – | 0.01% | 526 |
|
2018
Q2 | $37K | Hold |
484
| – | – | 0.01% | 527 |
|
2018
Q1 | $34K | Buy |
+484
| New | +$34K | 0.01% | 468 |
|