Caldwell Trust’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Caldwell Trust’s Portfolio VIOO Stock Details VIOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-66
2020 Q2	$4.13K	Sell	66 -64
2020 Q1	$6.66K	Hold	130
2019 Q4	$9.89K	Buy	+130