Waverly Advisors’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 | $1.22M | Buy |
12,075
+177
| +1% | +$17.9K | 0.01% | 573 |
|
|
2025
Q1 | $1.15M | Buy |
11,898
+16
| +0.1% | +$1.54K | 0.01% | 578 |
|
|
2024
Q4 | $1.26M | Hold |
11,882
| – | – | 0.02% | 472 |
|
|
2024
Q3 | $1.29M | Hold |
11,882
| – | – | 0.02% | 406 |
|
|
2024
Q2 | $1.17M | Hold |
11,882
| – | – | 0.02% | 411 |
|
|
2024
Q1 | $1.21M | Buy |
11,882
+84
| +0.7% | +$8.53K | 0.03% | 337 |
|
|
2023
Q4 | $1.17M | Hold |
11,798
| – | – | 0.04% | 204 |
|
|
2023
Q3 | $1.03M | Buy |
+11,798
| New | +$1.03M | 0.05% | 192 |
|