CFM
Comprehensive Financial Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-179,862
| Closed | -$16.7M | – | 51 |
|
|
2021
Q2 | $16.7M | Buy |
179,862
+89,931
| +100% | +$8.34M | 0.14% | 16 |
|
|
2021
Q1 | $16M | Hold |
89,931
| – | – | 0.16% | 13 |
|
|
2020
Q4 | $14.2M | Hold |
89,931
| – | – | 0.15% | 12 |
|
|
2020
Q3 | $10.9M | Hold |
89,931
| – | – | 0.12% | 10 |
|
|
2020
Q2 | $10.4M | Hold |
89,931
| – | – | 0.12% | 10 |
|
|
2020
Q1 | $8.29M | Sell |
89,931
-227,000
| -72% | -$20.9M | 0.17% | 10 |
|
|
2019
Q4 | $42.2M | Buy |
+316,931
| New | +$42.2M | 0.79% | 7 |
|