Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $23K | Hold |
270
| – | – | ﹤0.01% | 761 |
|
|
2020
Q3 | $17K | Hold |
270
| – | – | ﹤0.01% | 656 |
|
|
2020
Q2 | $17K | Sell |
270
-2
| -0.7% | -$126 | ﹤0.01% | 649 |
|
|
2020
Q1 | $14K | Sell |
272
-444
| -62% | -$22.9K | ﹤0.01% | 650 |
|
|
2019
Q4 | $56K | Hold |
716
| – | – | 0.01% | 484 |
|
|
2019
Q3 | $52K | Hold |
716
| – | – | 0.01% | 490 |
|
|
2019
Q2 | $52K | Buy |
716
+16
| +2% | +$1.16K | 0.01% | 502 |
|
|
2019
Q1 | $50K | Hold |
700
| – | – | 0.01% | 492 |
|
|
2018
Q4 | $44K | Sell |
700
-16
| -2% | -$1.01K | 0.01% | 481 |
|
|
2018
Q3 | $58K | Hold |
716
| – | – | 0.02% | 458 |
|
|
2018
Q2 | $56K | Buy |
716
+316
| +79% | +$24.7K | 0.02% | 473 |
|
|
2018
Q1 | $27.9K | Hold |
400
| – | – | 0.01% | 593 |
|
|
2017
Q4 | $27.9K | Buy |
400
+112
| +39% | +$7.8K | 0.01% | 600 |
|
|
2017
Q3 | $19.5K | Sell |
288
-630
| -69% | -$42.7K | 0.01% | 670 |
|
|
2017
Q2 | $58.7K | Sell |
918
-2
| -0.2% | -$128 | 0.02% | 528 |
|
|
2017
Q1 | $57.7K | Buy |
920
+632
| +219% | +$39.6K | 0.02% | 508 |
|
|
2016
Q4 | $17.9K | Sell |
288
-168
| -37% | -$10.5K | 0.01% | 748 |
|
|
2016
Q3 | $25.7K | Hold |
456
| – | – | 0.01% | 678 |
|
|
2016
Q2 | $24K | Hold |
456
| – | – | 0.01% | 657 |
|
|
2016
Q1 | $23.3K | Buy |
+456
| New | +$23.3K | 0.01% | 660 |
|