9WM
9258 Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.32M | Sell |
70,727
-2,122
| -3% | -$190K | 0.93% | 22 |
|
|
2024
Q2 | $5.97M | Sell |
72,849
-4,648
| -6% | -$381K | 0.92% | 23 |
|
|
2024
Q1 | $6.59M | Buy |
77,497
+2,483
| +3% | +$211K | 1.03% | 20 |
|
|
2023
Q4 | $6.08M | Buy |
75,014
+3,273
| +5% | +$265K | 1.07% | 20 |
|
|
2023
Q3 | $5.13M | Sell |
71,741
-3,312
| -4% | -$237K | 1% | 21 |
|
|
2023
Q2 | $5.68M | Sell |
75,053
-4,860
| -6% | -$368K | 1.07% | 22 |
|
|
2023
Q1 | $5.76M | Buy |
79,913
+7,703
| +11% | +$555K | 1.16% | 24 |
|
|
2022
Q4 | $5.08M | Buy |
72,210
+20,168
| +39% | +$1.42M | 1.1% | 23 |
|
|
2022
Q3 | $3.47M | Buy |
52,042
+23,962
| +85% | +$1.6M | 0.89% | 27 |
|
|
2022
Q2 | $1.92M | Buy |
28,080
+24,426
| +668% | +$1.67M | 0.49% | 50 |
|
|
2022
Q1 | $303K | Buy |
+3,654
| New | +$303K | 0.07% | 274 |
|