Watershed Private Wealth’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 | – | Sell |
-3,734
| Closed | -$360K | – | 116 |
|
|
2025
Q1 | $360K | Hold |
3,734
| – | – | 0.14% | 82 |
|
|
2024
Q4 | $396K | Buy |
3,734
+314
| +9% | +$33.3K | 0.15% | 78 |
|
|
2024
Q3 | $370K | Sell |
3,420
-3
| -0.1% | -$325 | 0.15% | 79 |
|
|
2024
Q2 | $336K | Sell |
3,423
-8
| -0.2% | -$786 | 0.14% | 87 |
|
|
2024
Q1 | $348K | Buy |
3,431
+1,414
| +70% | +$144K | 0.15% | 89 |
|
|
2023
Q4 | $200K | Sell |
2,017
-1,414
| -41% | -$140K | 0.11% | 106 |
|
|
2023
Q3 | $300K | Buy |
3,431
+84
| +3% | +$7.34K | 0.19% | 78 |
|
|
2023
Q2 | $308K | Buy |
+3,347
| New | +$308K | 0.19% | 71 |
|