Evermay Wealth Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Sell |
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|
2025
Q1 | $138K | Sell |
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|
2024
Q4 | $155K | Hold |
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|
2024
Q3 | $158K | Hold |
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|
2024
Q2 | $143K | Hold |
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|
2024
Q1 | $148K | Hold |
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|
2023
Q4 | $145K | Buy |
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|
2023
Q3 | $121K | Hold |
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|
2023
Q2 | $128K | Hold |
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|
2023
Q1 | $123K | Sell |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q3 | $223K | Buy |
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|
2022
Q2 | $230K | Buy |
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|
2022
Q1 | $267K | Buy |
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|
2021
Q4 | $126K | Buy |
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|
2021
Q3 | $89K | Buy |
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|
2021
Q2 | $78K | Buy |
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