Congress Wealth Management’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.55M | Buy |
54,256
+107
| +0.2% | +$14.9K | 0.07% | 305 |
|
|
2025
Q1 | $7.21M | Sell |
54,149
-1,047
| -2% | -$139K | 0.09% | 266 |
|
|
2024
Q4 | $7.98M | Sell |
55,196
-262
| -0.5% | -$37.9K | 0.11% | 228 |
|
|
2024
Q3 | $8.16M | Sell |
55,458
-710
| -1% | -$104K | 0.11% | 235 |
|
|
2024
Q2 | $7.53M | Sell |
56,168
-13
| -0% | -$1.74K | 0.12% | 203 |
|
|
2024
Q1 | $7.86M | Buy |
56,181
+424
| +0.8% | +$59.3K | 0.14% | 188 |
|
|
2023
Q4 | $7.62M | Sell |
55,757
-60
| -0.1% | -$8.2K | 0.14% | 183 |
|
|
2023
Q3 | $6.66M | Buy |
+55,817
| New | +$6.66M | 0.14% | 183 |
|