CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

CAPTRUST Financial Advisors’s Portfolio VTWV Stock Details VTWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.01M Buy
2022
Q3 		– Sell
2022
Q2 		$49K Hold
2022
Q1 		$58K Sell
2021
Q4 		$162K Buy
2021
Q3 		$100K Sell
2021
Q2 		$202K Buy
2021
Q1 		$95K Buy