Perigon 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 | $524K | Hold |
5,179
| – | – | 0.01% | 654 |
|
|
2025
Q1 | $500K | Hold |
5,179
| – | – | 0.01% | 640 |
|
|
2024
Q4 | $560K | Buy |
5,179
+209
| +4% | +$22.6K | 0.01% | 607 |
|
|
2024
Q3 | $538K | Buy |
4,970
+1,223
| +33% | +$132K | 0.01% | 593 |
|
|
2024
Q2 | $368K | Sell |
3,747
-147
| -4% | -$14.4K | 0.01% | 621 |
|
|
2024
Q1 | $395K | Buy |
3,894
+400
| +11% | +$40.6K | 0.01% | 593 |
|
|
2023
Q4 | $347K | Buy |
3,494
+15
| +0.4% | +$1.49K | 0.01% | 611 |
|
|
2023
Q3 | $304K | Buy |
3,479
+105
| +3% | +$9.18K | 0.01% | 588 |
|
|
2023
Q2 | $310K | Buy |
+3,374
| New | +$310K | 0.01% | 596 |
|