Wiser Wealth Management, Inc VIOO Holdings History
Wiser Wealth Management, Inc's Vanguard S&P Small-Cap 600 ETF Holding Summary
As of 2025-03-31, Wiser Wealth Management, Inc held 126,303.00 shares of Vanguard S&P Small-Cap 600 ETF(VIOO), totaling $12.19 Mil. This investment constitutes 3.42% of their stock portfolio, and Wiser Wealth Management, Inc now holds 0.37% of the outstanding Vanguard S&P Small-Cap 600 ETF(VIOO) stock.
The initial trade took place in 2022Q2. And since then Wiser Wealth Management, Inc has made 11 purchases of VIOO, at an average price of $92.03, for a total of 179,975.00 shares. In addition, there have been 1 sales at an average price of $89.15 for 53,672.00 shares. Based on historical transaction data and VIOO's current price of $104.50, Wiser Wealth Management, Inc's estimated gain on his VIOO holdings is $1.42 Mil, reflecting a 8.57% gain to date.
Wiser Wealth Management, Inc VIOO ($104.50) Holding Chart
Wiser Wealth Management, Inc VIOO ($104.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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