Caerus Investment Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$581K Buy
2022
Q4
Sell
2022
Q3
$373K Hold
2022
Q2
$383K Hold
2022
Q1
$395K Hold
2021
Q4
$503K Buy