Wellspring Financial 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 | $555K | Sell |
5,479
-170
| -3% | -$17.2K | 0.06% | 82 |
|
|
2025
Q1 | $545K | Sell |
5,649
-42
| -0.7% | -$4.05K | 0.06% | 73 |
|
|
2024
Q4 | $603K | Buy |
5,691
+13
| +0.2% | +$1.38K | 0.06% | 70 |
|
|
2024
Q3 | $614K | Sell |
5,678
-336
| -6% | -$36.3K | 0.07% | 72 |
|
|
2024
Q2 | $591K | Hold |
6,014
| – | – | 0.08% | 75 |
|
|
2024
Q1 | $610K | Hold |
6,014
| – | – | 0.1% | 63 |
|
|
2023
Q4 | $596K | Buy |
+6,014
| New | +$596K | 0.15% | 63 |
|