AIA
Alera Investment Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,513
| Closed | -$388K | – | 179 |
|
|
2022
Q4 | $388K | Buy |
5,513
+320
| +6% | +$22.5K | 0.09% | 126 |
|
|
2022
Q3 | $346K | Sell |
5,193
-362
| -7% | -$24.1K | 0.1% | 130 |
|
|
2022
Q2 | $380K | Buy |
5,555
+1,154
| +26% | +$78.9K | 0.11% | 126 |
|
|
2022
Q1 | $365K | Buy |
+4,401
| New | +$365K | 0.08% | 134 |
|