WCFA
Walkner Condon Financial Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Hold |
4,913
| – | – | 0.09% | 159 |
|
|
2025
Q1 | $474K | Sell |
4,913
-150
| -3% | -$14.5K | 0.1% | 162 |
|
|
2024
Q4 | $537K | Buy |
5,063
+260
| +5% | +$27.6K | 0.11% | 154 |
|
|
2024
Q3 | $520K | Sell |
4,803
-18
| -0.4% | -$1.95K | 0.11% | 153 |
|
|
2024
Q2 | $473K | Hold |
4,821
| – | – | 0.1% | 150 |
|
|
2024
Q1 | $489K | Hold |
4,821
| – | – | 0.1% | 154 |
|
|
2023
Q4 | $478K | Buy |
4,821
+200
| +4% | +$19.8K | 0.11% | 154 |
|
|
2023
Q3 | $404K | Hold |
4,621
| – | – | 0.11% | 153 |
|
|
2023
Q2 | $425K | Hold |
4,621
| – | – | 0.11% | 146 |
|
|
2023
Q1 | $410K | Buy |
4,621
+2,310
| +100% | +$205K | 0.12% | 147 |
|
|
2022
Q4 | $400K | Buy |
2,311
+50
| +2% | +$8.67K | 0.12% | 145 |
|
|
2022
Q3 | $365K | Hold |
2,261
| – | – | 0.12% | 144 |
|
|
2022
Q2 | $384K | Buy |
2,261
+6
| +0.3% | +$1.02K | 0.12% | 149 |
|
|
2022
Q1 | $447K | Sell |
2,255
-149
| -6% | -$29.5K | 0.13% | 144 |
|
|
2021
Q4 | $505K | Buy |
2,404
+9
| +0.4% | +$1.89K | 0.33% | 74 |
|
|
2021
Q3 | $483K | Buy |
2,395
+1
| +0% | +$202 | 0.24% | 84 |
|
|
2021
Q2 | $495K | Sell |
2,394
-1
| -0% | -$207 | 0.18% | 102 |
|
|
2021
Q1 | $476K | Sell |
2,395
-17
| -0.7% | -$3.38K | 0.19% | 101 |
|
|
2020
Q4 | $405K | Buy |
2,412
+437
| +22% | +$73.4K | 0.17% | 91 |
|
|
2020
Q3 | $255K | Buy |
+1,975
| New | +$255K | 0.14% | 106 |
|