Spire Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Sell |
6,053
-3,690
| -38% | -$374K | 0.02% | 464 |
|
|
2025
Q1 | $940K | Sell |
9,743
-997
| -9% | -$96.2K | 0.03% | 415 |
|
|
2024
Q4 | $1.14M | Sell |
10,740
-139
| -1% | -$14.7K | 0.04% | 362 |
|
|
2024
Q3 | $1.18M | Sell |
10,879
-350
| -3% | -$37.9K | 0.04% | 343 |
|
|
2024
Q2 | $1.1M | Sell |
11,229
-2,200
| -16% | -$216K | 0.04% | 327 |
|
|
2024
Q1 | $1.36M | Sell |
13,429
-1,904
| -12% | -$193K | 0.02% | 305 |
|
|
2023
Q4 | $1.46M | Sell |
15,333
-3,902
| -20% | -$372K | 0.05% | 278 |
|
|
2023
Q3 | $1.68M | Sell |
19,235
-121
| -0.6% | -$10.6K | 0.06% | 245 |
|
|
2023
Q2 | $1.78M | Sell |
19,356
-265
| -1% | -$24.4K | 0.07% | 252 |
|
|
2023
Q1 | $1.74M | Buy |
19,621
+4,963
| +34% | +$441K | 0.07% | 246 |
|
|
2022
Q4 | $1.27M | Buy |
14,658
+4,898
| +50% | +$424K | 0.07% | 209 |
|
|
2022
Q3 | $788K | Buy |
9,760
+6,370
| +188% | +$514K | 0.05% | 255 |
|
|
2022
Q2 | $288K | Buy |
+3,390
| New | +$288K | 0.01% | 647 |
|