BCWM
Bartlett & Co Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $777K | Buy |
8,904
+249
| +3% | +$21.7K | 0.01% | 284 |
|
|
2025
Q1 | $698K | Buy |
8,655
+3,000
| +53% | +$242K | 0.01% | 288 |
|
|
2024
Q4 | $505K | Buy |
5,655
+1,705
| +43% | +$152K | 0.01% | 323 |
|
|
2024
Q3 | $353K | Buy |
3,950
+3,628
| +1,127% | +$324K | 0.01% | 375 |
|
|
2024
Q2 | $26.5K | Buy |
+322
| New | +$26.5K | ﹤0.01% | 778 |
|
|
2022
Q3 | – | Sell |
-9
| Closed | -$617 | – | 1285 |
|
|
2022
Q2 | $617 | Buy |
+9
| New | +$617 | ﹤0.01% | 1263 |
|