CFM Wealth Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,200	Closed	-$242K	–	162
2023 Q2	$242K	Sell	3,200 -620	-16%	-$44.7K	0.06%	153
2023 Q1	$275K	Hold	3,820	–	–	0.07%	136
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	+$243K	0.1%	130