Base Wealth Management LLC’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	$2.06M	Sell	20,342 -12,757	-39%	-$1.29M	1.32%	21
2025 Q1	$3.19M	Buy	+33,099	New	+$3.19M	2.43%	11