Wiser Wealth Management’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 | $14.3M | Buy |
141,586
+15,283
| +12% | +$1.55M | 3.59% | 10 |
|
|
2025
Q1 | $12.2M | Buy |
126,303
+3,653
| +3% | +$353K | 3.42% | 10 |
|
|
2024
Q4 | $13M | Buy |
122,650
+1,207
| +1% | +$128K | 3.65% | 10 |
|
|
2024
Q3 | $13.1M | Buy |
121,443
+1,283
| +1% | +$139K | 3.77% | 10 |
|
|
2024
Q2 | $11.8M | Buy |
120,160
+3,999
| +3% | +$393K | 3.65% | 10 |
|
|
2024
Q1 | $11.8M | Buy |
116,161
+6,521
| +6% | +$662K | 3.87% | 10 |
|
|
2023
Q4 | $10.5M | Sell |
109,640
-53,672
| -33% | -$5.14M | 3.83% | 10 |
|
|
2023
Q3 | $14.3M | Buy |
163,312
+8,149
| +5% | +$712K | 5.8% | 6 |
|
|
2023
Q2 | $14.3M | Buy |
155,163
+4,892
| +3% | +$450K | 5.72% | 6 |
|
|
2023
Q1 | $13.3M | Buy |
150,271
+8,999
| +6% | +$799K | 5.7% | 7 |
|
|
2022
Q4 | $12.2M | Buy |
141,272
+5,872
| +4% | +$509K | 5.66% | 7 |
|
|
2022
Q3 | $10.9M | Buy |
135,400
+9,684
| +8% | +$782K | 5.71% | 7 |
|
|
2022
Q2 | $10.7M | Buy |
+125,716
| New | +$10.7M | 5.54% | 6 |
|