Peak Planning Group’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
2026
Q1
$372K Hold
2025
Q4
$359K Hold
2025
Q3
$357K Hold
2025
Q2
$328K Hold
2025
Q1
$312K Hold
2024
Q4
$343K Sell
2024
Q3
$365K Hold
2024
Q2
$332K Buy