CFM Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,200
| Closed | -$242K | – | 162 |
|
|
2023
Q2 | $242K | Sell |
3,200
-620
| -16% | -$46.9K | 0.06% | 153 |
|
|
2023
Q1 | $275K | Hold |
3,820
| – | – | 0.07% | 135 |
|
|
2022
Q4 | $269K | Hold |
3,820
| – | – | 0.08% | 138 |
|
|
2022
Q3 | $255K | Hold |
3,820
| – | – | 0.08% | 134 |
|
|
2022
Q2 | $261K | Hold |
3,820
| – | – | 0.08% | 140 |
|
|
2022
Q1 | $316K | Hold |
3,820
| – | – | 0.08% | 147 |
|
|
2021
Q4 | $347K | Hold |
3,820
| – | – | 0.08% | 134 |
|
|
2021
Q3 | $337K | Hold |
3,820
| – | – | 0.08% | 135 |
|
|
2021
Q2 | $354K | Hold |
3,820
| – | – | 0.09% | 121 |
|
|
2021
Q1 | $340K | Hold |
3,820
| – | – | 0.1% | 117 |
|
|
2020
Q4 | $302K | Hold |
3,820
| – | – | 0.1% | 115 |
|
|
2020
Q3 | $230K | Hold |
3,820
| – | – | 0.08% | 134 |
|
|
2020
Q2 | $220K | Hold |
3,820
| – | – | 0.08% | 137 |
|
|
2020
Q1 | $176K | Hold |
3,820
| – | – | 0.08% | 141 |
|
|
2019
Q4 | $260K | Buy |
+3,820
| New | +$260K | 0.1% | 130 |
|