Sequoia Financial Advisors’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
$502K Buy
2025
Q2
$444K Buy
2023
Q2
Sell
2023
Q1
$228K Buy
2022
Q4
$213K Buy