Lee-Kelleher Wealth Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
+1,983
New +$201K 0.13% 38
2025
Q1
Sell
-1,983
Closed -$210K 38
2024
Q4
$210K Buy
+1,983
New +$210K 0.15% 40