Punch & Associates Investment 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
2024 Q1	–	Sell	-7,993	Closed	-$793K	–	230
2023 Q4	$793K	Hold	7,993	–	–	0.05%	172
2023 Q3	$699K	Buy	7,993 +689	+9%	+$60.2K	0.04%	167
2023 Q2	$671K	Buy	7,304 +3,349	+85%	+$308K	0.04%	171
2023 Q1	$351K	Buy	+3,955	New	+$351K	0.02%	182