Executive 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
2024
Q4
$571K Sell
2024
Q3
$597K Buy
2024
Q2
Sell
2024
Q1
$495K Buy
2023
Q4
$441K Buy
2023
Q3
$354K Sell
2023
Q2
$395K Sell
2023
Q1
$5.77M Buy
2022
Q4
$376K Buy
2022
Q3
$334 Sell
2022
Q2
$343K Buy
2022
Q1
$394K Sell
2021
Q4
$450K Buy
2021
Q3
$416K Sell
2021
Q2
$434K Buy