BWM
BCS Wealth Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
23,455
+4,793
| +26% | +$485K | 0.51% | 49 |
|
|
2025
Q1 | $1.8M | Buy |
18,662
+1,338
| +8% | +$129K | 0.46% | 55 |
|
|
2024
Q4 | $1.84M | Buy |
+17,324
| New | +$1.84M | 0.46% | 58 |
|
|
2024
Q2 | – | Sell |
-6,655
| Closed | -$675K | – | 227 |
|
|
2024
Q1 | $675K | Buy |
6,655
+4,074
| +158% | +$413K | 0.22% | 102 |
|
|
2023
Q4 | $256K | Buy |
+2,581
| New | +$256K | 0.09% | 182 |
|