Waverly Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Waverly Advisors’s Portfolio VIOO Stock Details VIOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.22M	Buy
2025 Q1	$1.15M	Buy
2024 Q4	$1.26M	Hold
2024 Q3	$1.29M	Hold
2024 Q2	$1.17M	Hold
2024 Q1	$1.21M	Buy
2023 Q4	$1.17M	Hold
2023 Q3	$1.03M	Buy