Perigon 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
Q3
$572K Hold
2025
Q2
$524K Hold
2025
Q1
$500K Hold
2024
Q4
$560K Buy
2024
Q3
$538K Buy
2024
Q2
$368K Sell
2024
Q1
$395K Buy
2023
Q4
$347K Buy
2023
Q3
$304K Buy
2023
Q2
$310K Buy