B.O.S.S. Retirement Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$580K	Sell	5,789 -696	-11%	-$72.6K	0.18%	85
2025 Q4	$645K	Sell	6,485 -11,650	-64%	-$1.16M	0.2%	84
2025 Q3	$1.77M	Buy	18,135 +3,310	+22%	+$307K	0.42%	52
2025 Q2	$1.29M	Buy	14,825 +1,138	+8%	+$92.6K	0.32%	65
2025 Q1	$1.1M	Sell	13,687 -748	-5%	-$65.6K	0.32%	65
2024 Q4	$1.29M	Buy	+14,435	New	+$1.33M	0.36%	62
2024 Q1	–	Sell	-16,350	Closed	-$1.33M	–	235
2023 Q4	$1.33M	Sell	16,350 -4,567	-22%	-$331K	0.26%	134
2023 Q3	$1.49M	Buy	20,917 +2,132	+11%	+$162K	0.32%	117
2023 Q2	$1.42M	Buy	18,785 +2,572	+16%	+$185K	0.3%	142
2023 Q1	$1.17M	Buy	16,213 +651	+4%	+$48.4K	0.27%	136
2022 Q4	$1.1M	Buy	+15,562	New	+$1.12M	0.28%	132