Buckingham Strategic Wealth’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$224K | – | 518 |
|
|
2019
Q4 | $224K | Sell |
2,000
-2,100
| -51% | -$235K | 0.02% | 418 |
|
|
2019
Q3 | $429K | Hold |
4,100
| – | – | 0.05% | 261 |
|
|
2019
Q2 | $432K | Hold |
4,100
| – | – | 0.05% | 266 |
|
|
2019
Q1 | $428K | Buy |
+4,100
| New | +$428K | 0.05% | 253 |
|
|
2015
Q2 | – | Sell |
-2,630
| Closed | -$236K | – | 240 |
|
|
2015
Q1 | $236K | Buy |
+2,630
| New | +$236K | 0.09% | 181 |
|