Wealthspire Advisors (New York)’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $658K | Hold |
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|
2025
Q2 | $603K | Hold |
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|
2025
Q1 | $575K | Hold |
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|
2024
Q4 | $632K | Sell |
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|
2024
Q3 | $646K | Buy |
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|
2024
Q2 | $524K | Hold |
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|
2024
Q1 | $541K | Sell |
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|
2023
Q4 | $863K | Buy |
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|
2023
Q3 | $756K | Buy |
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|
2023
Q2 | $750K | Hold |
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|
2023
Q1 | $725K | Sell |
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|
2022
Q4 | $708K | Buy |
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|
2022
Q3 | $434K | Buy |
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|
2022
Q2 | $318K | Hold |
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|
2022
Q1 | $370K | Hold |
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|
2021
Q4 | $392K | Buy |
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|
2021
Q3 | $345K | Buy |
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|
2021
Q2 | $272K | Hold |
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|
2021
Q1 | $261K | Buy |
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