JFS Wealth Advisors’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
$24K Sell
2025
Q1
$27.7K Buy
2024
Q4
$25.2K Buy
2024
Q3
$25.3K Hold
2024
Q2
$23K Hold
2024
Q1
$23.8K Hold
2023
Q4
$23.2K Hold
2023
Q3
$20.5K Hold
2023
Q2
$21.5K Hold
2023
Q1
$20.8K Buy