Concord 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-750
| Closed | -$60.8K | – | 912 |
|
|
2023
Q4 | $60.8K | Hold |
750
| – | – | 0.01% | 332 |
|
|
2023
Q3 | $53.6K | Hold |
750
| – | – | 0.01% | 369 |
|
|
2023
Q2 | $56.7K | Hold |
750
| – | – | 0.01% | 348 |
|
|
2023
Q1 | $54.1K | Hold |
750
| – | – | 0.02% | 335 |
|
|
2022
Q4 | $52.8K | Buy |
+750
| New | +$52.8K | 0.02% | 367 |
|