Sequoia Financial Advisors’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	$444K	Buy	+4,382	New	+$444K	﹤0.01%	1053
2023 Q2	–	Sell	-2,565	Closed	-$228K	–	997
2023 Q1	$228K	Buy	2,565 +111	+5%	+$9.86K	0.01%	720
2022 Q4	$213K	Buy	+2,454	New	+$213K	0.01%	711