Wealthspire Advisors (New York)’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 | $603K | Hold |
5,956
| – | – | ﹤0.01% | 494 |
|
|
2025
Q1 | $575K | Hold |
5,956
| – | – | ﹤0.01% | 485 |
|
|
2024
Q4 | $632K | Sell |
5,956
-19
| -0.3% | -$2.02K | 0.01% | 456 |
|
|
2024
Q3 | $646K | Buy |
5,975
+642
| +12% | +$69.5K | 0.01% | 446 |
|
|
2024
Q2 | $524K | Hold |
5,333
| – | – | 0.01% | 421 |
|
|
2024
Q1 | $541K | Sell |
5,333
-3,371
| -39% | -$342K | 0.01% | 412 |
|
|
2023
Q4 | $863K | Buy |
8,704
+50
| +0.6% | +$4.96K | 0.01% | 337 |
|
|
2023
Q3 | $756K | Buy |
8,654
+489
| +6% | +$42.7K | 0.01% | 326 |
|
|
2023
Q2 | $750K | Hold |
8,165
| – | – | 0.01% | 301 |
|
|
2023
Q1 | $725K | Sell |
8,165
-1
| -0% | -$89 | 0.01% | 301 |
|
|
2022
Q4 | $708K | Buy |
8,166
+2,790
| +52% | +$242K | 0.01% | 320 |
|
|
2022
Q3 | $434K | Buy |
5,376
+1,642
| +44% | +$133K | 0.01% | 362 |
|
|
2022
Q2 | $318K | Hold |
3,734
| – | – | 0.01% | 388 |
|
|
2022
Q1 | $370K | Hold |
3,734
| – | – | 0.01% | 321 |
|
|
2021
Q4 | $392K | Buy |
3,734
+308
| +9% | +$32.3K | 0.01% | 362 |
|
|
2021
Q3 | $345K | Buy |
3,426
+800
| +30% | +$80.6K | 0.01% | 434 |
|
|
2021
Q2 | $272K | Hold |
2,626
| – | – | 0.01% | 311 |
|
|
2021
Q1 | $261K | Buy |
+2,626
| New | +$261K | 0.01% | 597 |
|