AO
Advisor OS’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,448
| Closed | -$1.03M | – | 250 |
|
|
2021
Q4 | $1.03M | Buy |
11,448
+371
| +3% | +$33.3K | 0.21% | 108 |
|
|
2021
Q3 | $979K | Sell |
11,077
-3,136
| -22% | -$277K | 0.21% | 94 |
|
|
2021
Q2 | $1.32M | Buy |
14,213
+4,217
| +42% | +$390K | 0.27% | 72 |
|
|
2021
Q1 | $1.78M | Buy |
+9,996
| New | +$1.78M | 0.4% | 46 |
|