Wealthspire Advisors (Maryland)’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-310
| Closed | -$20K | – | 2025 |
|
|
2019
Q1 | $20K | Hold |
310
| – | – | ﹤0.01% | 1285 |
|
|
2018
Q4 | $18K | Sell |
310
-2,740
| -90% | -$159K | ﹤0.01% | 1252 |
|
|
2018
Q3 | $219K | Buy |
3,050
+10
| +0.3% | +$718 | 0.02% | 429 |
|
|
2018
Q2 | $214K | Sell |
3,040
-184
| -6% | -$13K | 0.02% | 446 |
|
|
2018
Q1 | $210K | Hold |
3,224
| – | – | 0.02% | 451 |
|
|
2017
Q4 | $213K | Buy |
3,224
+26
| +0.8% | +$1.72K | 0.02% | 461 |
|
|
2017
Q3 | $205K | Buy |
3,198
+10
| +0.3% | +$641 | 0.02% | 465 |
|
|
2017
Q2 | $193K | Buy |
+3,188
| New | +$193K | 0.02% | 460 |
|