CWM
Centric Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,651
| Closed | -$328K | – | 165 |
|
|
2021
Q4 | $328K | Buy |
3,651
+37
| +1% | +$3.32K | 0.11% | 115 |
|
|
2021
Q3 | $320K | Buy |
3,614
+7
| +0.2% | +$620 | 0.12% | 117 |
|
|
2021
Q2 | $334K | Buy |
3,607
+1,797
| +99% | +$166K | 0.12% | 114 |
|
|
2021
Q1 | $323K | Buy |
1,810
+15
| +0.8% | +$2.68K | 0.09% | 166 |
|
|
2020
Q4 | $284K | Buy |
+1,795
| New | +$284K | 0.09% | 159 |
|