Concord Wealth Partners’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92K | Sell |
14
-3
| -18% | -$626 | ﹤0.01% | 691 |
|
|
2025
Q1 | $3.17K | Hold |
17
| – | – | ﹤0.01% | 639 |
|
|
2024
Q4 | $3.57K | Hold |
17
| – | – | ﹤0.01% | 649 |
|
|
2024
Q3 | $3.52K | Hold |
17
| – | – | ﹤0.01% | 684 |
|
|
2024
Q2 | $3.25K | Hold |
17
| – | – | ﹤0.01% | 624 |
|
|
2024
Q1 | $3.35K | Hold |
17
| – | – | ﹤0.01% | 701 |
|
|
2023
Q4 | $3.12K | Sell |
17
-58
| -77% | -$10.6K | ﹤0.01% | 677 |
|
|
2023
Q3 | $12.2K | Hold |
75
| – | – | ﹤0.01% | 587 |
|
|
2023
Q2 | $13.2K | Sell |
75
-29
| -28% | -$5.12K | ﹤0.01% | 566 |
|
|
2023
Q1 | $17.2K | Sell |
104
-6
| -5% | -$990 | ﹤0.01% | 511 |
|
|
2022
Q4 | $17.1K | Buy |
+110
| New | +$17.1K | 0.01% | 551 |
|
|
2022
Q3 | – | Sell |
-110
| Closed | -$17K | – | 1138 |
|
|
2022
Q2 | $17K | Buy |
+110
| New | +$17K | ﹤0.01% | 583 |
|