B. Riley 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $410 | Buy |
5,999
+2,830
| +89% | +$193 | ﹤0.01% | 461 |
|
2022
Q1 | $263K | Buy |
3,169
+387
| +14% | +$32.1K | 0.02% | 486 |
|
2021
Q4 | $250K | Buy |
2,782
+251
| +10% | +$22.6K | 0.02% | 523 |
|
2021
Q3 | $224K | Buy |
2,531
+257
| +11% | +$22.7K | 0.02% | 532 |
|
2021
Q2 | $211K | Buy |
+2,274
| New | +$211K | 0.02% | 375 |
|
2020
Q4 | – | Sell |
-4,176
| Closed | -$253K | – | 461 |
|
2020
Q3 | $253K | Buy |
+4,176
| New | +$253K | 0.03% | 323 |
|
2016
Q1 | $458K | Buy |
10,342
+1,270
| +14% | +$56.2K | 0.68% | 50 |
|
2015
Q4 | $409K | Buy |
+9,072
| New | +$409K | 0.52% | 64 |
|
2015
Q1 | – | Sell |
-9,222
| Closed | -$440K | – | 1103 |
|
2014
Q4 | $440K | Buy |
+9,222
| New | +$440K | 0.36% | 60 |
|