Baldwin Wealth Partners’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
Q4 | – | Sell |
-33
| Closed | -$2.95K | – | 1015 |
|
|
2024
Q3 | $2.95K | Hold |
33
| – | – | ﹤0.01% | 918 |
|
|
2024
Q2 | $2.71K | Hold |
33
| – | – | ﹤0.01% | 641 |
|
|
2024
Q1 | $2.81K | Sell |
33
-152
| -82% | -$12.9K | ﹤0.01% | 633 |
|
|
2023
Q4 | $15K | Buy |
+185
| New | +$15K | ﹤0.01% | 535 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | -$1K | – | 708 |
|
|
2022
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 680 |
|
|
2022
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 646 |
|
|
2018
Q4 | – | Sell |
-610
| Closed | -$41K | – | 540 |
|
|
2018
Q3 | $41K | Buy |
+610
| New | +$41K | 0.01% | 337 |
|
|
2018
Q1 | – | Sell |
-380
| Closed | -$23K | – | 515 |
|
|
2017
Q4 | $23K | Hold |
380
| – | – | ﹤0.01% | 362 |
|
|
2017
Q3 | $23K | Hold |
380
| – | – | ﹤0.01% | 355 |
|
|
2017
Q2 | $21K | Hold |
380
| – | – | ﹤0.01% | 373 |
|
|
2017
Q1 | $21K | Buy |
+380
| New | +$21K | ﹤0.01% | 366 |
|