BWM
Benchmark Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,515
| Closed | -$247K | – | 54 |
|
|
2022
Q4 | $247K | Buy |
3,515
+12
| +0.3% | +$844 | 0.18% | 47 |
|
|
2022
Q3 | $233K | Buy |
+3,503
| New | +$233K | 0.18% | 44 |
|
|
2022
Q1 | – | Sell |
-3,804
| Closed | -$342K | – | 49 |
|
|
2021
Q4 | $342K | Sell |
3,804
-24
| -0.6% | -$2.16K | 0.22% | 31 |
|
|
2021
Q3 | $338K | Buy |
3,828
+379
| +11% | +$33.5K | 0.24% | 31 |
|
|
2021
Q2 | $319K | Buy |
3,449
+1,902
| +123% | +$176K | 0.22% | 33 |
|
|
2021
Q1 | $276K | Sell |
1,547
-441
| -22% | -$78.7K | 0.2% | 33 |
|
|
2020
Q4 | $315K | Sell |
1,988
-39
| -2% | -$6.18K | 0.24% | 30 |
|
|
2020
Q3 | $245K | Sell |
2,027
-146
| -7% | -$17.6K | 0.19% | 36 |
|
|
2020
Q2 | $251K | Hold |
2,173
| – | – | 0.21% | 30 |
|
|
2020
Q1 | $200K | Hold |
2,173
| – | – | 0.2% | 42 |
|
|
2019
Q4 | $289K | Buy |
+2,173
| New | +$289K | 0.25% | 38 |
|