Napa 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
Sell
2025
Q1
$203K Sell
2024
Q4
$238K Sell
2024
Q3
$259K Hold
2024
Q2
$236K Hold
2024
Q1
$243K Hold
2023
Q4
$238K Buy