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Carl Stuart Investment Advisor’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Carl Stuart Investment Advisor’s Portfolio VTWV Stock Details VTWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-54,551
Closed -$7.89M – 20
2024
Q4 		$7.89M Buy
+54,551
New +$7.89M 4.21% 5
2024
Q1 		– Sell
-12,997
Closed -$1.78M – 32
2023
Q4 		$1.78M Buy
+12,997
New +$1.78M 1.2% 9