WestHill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,234
| Closed | -$108K | – | 110 |
|
|
2023
Q3 | $108K | Hold |
1,234
| – | – | 0.03% | 76 |
|
|
2023
Q2 | $113K | Hold |
1,234
| – | – | 0.03% | 73 |
|
|
2023
Q1 | $110K | Hold |
1,234
| – | – | 0.03% | 74 |
|
|
2022
Q4 | $107K | Hold |
1,234
| – | – | 0.03% | 75 |
|
|
2022
Q3 | $100K | Hold |
1,234
| – | – | 0.03% | 70 |
|
|
2022
Q2 | $105K | Hold |
1,234
| – | – | 0.03% | 74 |
|
|
2022
Q1 | $122K | Sell |
1,234
-412
| -25% | -$40.7K | 0.04% | 80 |
|
|
2021
Q4 | $173K | Hold |
1,646
| – | – | 0.05% | 77 |
|
|
2021
Q3 | $166K | Buy |
+1,646
| New | +$166K | 0.05% | 63 |
|
|
2021
Q1 | $164K | Sell |
1,646
-52
| -3% | -$5.18K | 0.06% | 54 |
|
|
2020
Q4 | $142K | Buy |
+1,698
| New | +$142K | 0.06% | 55 |
|