Stonebridge Financial Planning Group’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
$402K Hold
3,974
0.17% 122
2025
Q1
$384K Hold
3,974
0.18% 122
2024
Q4
$421K Buy
+3,974
New +$421K 0.19% 120