Spire 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
$663K Sell
2025
Q2
$613K Sell
2025
Q1
$940K Sell
2024
Q4
$1.14M Sell
2024
Q3
$1.18M Sell
2024
Q2
$1.1M Sell
2024
Q1
$1.36M Sell
2023
Q4
$1.46M Sell
2023
Q3
$1.68M Sell
2023
Q2
$1.78M Sell
2023
Q1
$1.74M Buy
2022
Q4
$1.27M Buy
2022
Q3
$788K Buy
2022
Q2
$288K Buy