Apollon Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,948
Closed -$320K 1166
2023
Q4
$320K Buy
3,948
+200
+5% +$16.2K 0.01% 818
2023
Q3
$268K Buy
3,748
+30
+0.8% +$2.14K 0.01% 740
2023
Q2
$281K Sell
3,718
-204
-5% -$15.4K 0.01% 761
2023
Q1
$283K Sell
3,922
-9,329
-70% -$673K 0.02% 693
2022
Q4
$932K Sell
13,251
-1,982
-13% -$139K 0.07% 324
2022
Q3
$1.02M Buy
15,233
+5,247
+53% +$350K 0.08% 246
2022
Q2
$683K Buy
+9,986
New +$683K 0.06% 359