Beacon Bridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Sell |
19,634
-677
| -3% | -$59K | 0.68% | 35 |
|
|
2025
Q1 | $1.64M | Sell |
20,311
-153
| -0.7% | -$12.3K | 0.7% | 37 |
|
|
2024
Q4 | $1.83M | Sell |
20,464
-774
| -4% | -$69.1K | 0.78% | 35 |
|
|
2024
Q3 | $1.9M | Sell |
21,238
-3,313
| -13% | -$296K | 0.82% | 34 |
|
|
2024
Q2 | $2.01M | Sell |
24,551
-1,699
| -6% | -$139K | 0.92% | 29 |
|
|
2024
Q1 | $2.23M | Sell |
26,250
-6,468
| -20% | -$550K | 1.05% | 28 |
|
|
2023
Q4 | $2.65M | Sell |
32,718
-2,430
| -7% | -$197K | 1.32% | 23 |
|
|
2023
Q3 | $2.51M | Buy |
35,148
+3,510
| +11% | +$251K | 1.33% | 22 |
|
|
2023
Q2 | $2.39M | Buy |
31,638
+10,047
| +47% | +$760K | 1.22% | 21 |
|
|
2023
Q1 | $1.56M | Buy |
21,591
+5,103
| +31% | +$368K | 0.93% | 23 |
|
|
2022
Q4 | $1.16M | Buy |
+16,488
| New | +$1.16M | 0.84% | 23 |
|