Cassaday & Co Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.23M Hold
25,549
0.06% 73
2025
Q1
$2.06M Sell
25,549
-6
-0% -$484 0.06% 71
2024
Q4
$2.28M Sell
25,555
-618
-2% -$55.2K 0.06% 64
2024
Q3
$2.34M Buy
26,173
+773
+3% +$69.1K 0.07% 62
2024
Q2
$2.08M Hold
25,400
0.07% 63
2024
Q1
$2.16M Hold
25,400
0.07% 61
2023
Q4
$2.06M Buy
25,400
+18,885
+290% +$1.53M 0.07% 58
2023
Q3
$465K Hold
6,515
0.02% 156
2023
Q2
$493K Sell
6,515
-7,458
-53% -$564K 0.02% 156
2023
Q1
$1.01M Buy
13,973
+7,458
+114% +$538K 0.04% 90
2022
Q4
$458K Buy
+6,515
New +$458K 0.02% 154