LMG Wealth Partners’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.37M	Buy	59,208 +500	+0.9%	+$63.8K	1.34%	20
2025 Q4	$7.12M	Sell	58,708 -6,337	-10%	-$771K	1.33%	22
2025 Q3	$7.92M	Sell	65,045 -598	-0.9%	-$71K	1.47%	17
2025 Q2	$7.51M	Buy	65,643 +35	+0.1%	+$3.77K	1.54%	18
2025 Q1	$7.01M	Buy	65,608 +1	+0%	+$115	1.56%	20
2024 Q4	$7.63M	Buy	65,607 +348	+0.5%	+$42.3K	1.66%	16
2024 Q3	$7.82M	Buy	65,259 +615	+1%	+$71.3K	1.79%	16
2024 Q2	$7.13M	Buy	64,644 +907	+1%	+$99.7K	1.78%	18
2024 Q1	$7.17M	Sell	63,737 -10,220	-14%	-$1.1M	1.8%	19
2023 Q4	$7.96M	Sell	73,957 -608	-0.8%	-$58.7K	2.21%	12
2023 Q3	$7.03M	Buy	74,565 +1,821	+3%	+$181K	2.14%	14
2023 Q2	$7.21M	Buy	72,744 +350	+0.5%	+$32.9K	2.21%	13
2023 Q1	$6.86M	Buy	72,394 +3,050	+4%	+$296K	2.22%	12
2022 Q4	$6.81M	Buy	+69,344	New	+$6.57M	2.25%	12