Avidian Wealth Enterprises’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	$306K	Sell	3,022 -394	-12%	-$39.9K	0.01%	438
2025 Q1	$330K	Hold	3,416	–	–	0.01%	392
2024 Q4	$362K	Sell	3,416 -175	-5%	-$18.6K	0.02%	360
2024 Q3	$388K	Hold	3,591	–	–	0.02%	347
2024 Q2	$353K	Buy	+3,591	New	+$353K	0.01%	350