Yarger Wealth Strategies’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 | $247K | Hold |
2,440
| – | – | 0.13% | 95 |
|
2025
Q1 | $235K | Hold |
2,440
| – | – | 0.14% | 85 |
|
2024
Q4 | $259K | Buy |
2,440
+36
| +1% | +$3.82K | 0.15% | 75 |
|
2024
Q3 | $260K | Hold |
2,404
| – | – | 0.14% | 76 |
|
2024
Q2 | $236K | Hold |
2,404
| – | – | 0.14% | 76 |
|
2024
Q1 | $244K | Hold |
2,404
| – | – | 0.17% | 68 |
|
2023
Q4 | $238K | Buy |
2,404
+34
| +1% | +$3.37K | 0.19% | 59 |
|
2023
Q3 | $207K | Hold |
2,370
| – | – | 0.18% | 58 |
|
2023
Q2 | $218K | Hold |
2,370
| – | – | 0.2% | 55 |
|
2023
Q1 | $210K | Hold |
2,370
| – | – | 0.23% | 47 |
|
2022
Q4 | $205K | Buy |
+2,370
| New | +$205K | 0.25% | 44 |
|
2022
Q3 | – | Sell |
-2,334
| Closed | -$202K | – | 48 |
|
2022
Q2 | $202K | Hold |
2,334
| – | – | 0.26% | 46 |
|
2022
Q1 | $231K | Hold |
2,334
| – | – | 0.3% | 43 |
|
2021
Q4 | $245K | Buy |
+2,334
| New | +$245K | 0.26% | 47 |
|