BDWM
Brewin Dolphin Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.05M | Buy |
13,909
+7,077
| +104% | +$534K | 0.11% | 71 |
|
|
2022
Q1 | $566K | Hold |
6,832
| – | – | 0.06% | 91 |
|
|
2021
Q4 | $614K | Buy |
6,832
+110
| +2% | +$9.89K | 0.07% | 87 |
|
|
2021
Q3 | $594K | Buy |
6,722
+660
| +11% | +$58.4K | 0.07% | 88 |
|
|
2021
Q2 | $561K | Buy |
6,062
+5,296
| +691% | +$490K | 0.07% | 88 |
|
|
2021
Q1 | $137K | Buy |
766
+420
| +121% | +$74.9K | 0.02% | 130 |
|
|
2020
Q4 | $54.8K | Hold |
346
| – | – | 0.01% | 161 |
|
|
2020
Q3 | $41.8K | Hold |
346
| – | – | 0.01% | 173 |
|
|
2020
Q2 | $39.9K | Buy |
+346
| New | +$39.9K | 0.01% | 167 |
|