DHK Financial Advisors’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
Q2 | – | Sell |
-7,397
| Closed | -$629K | – | 102 |
|
|
2024
Q1 | $629K | Buy |
7,397
+2,244
| +44% | +$191K | 0.45% | 51 |
|
|
2023
Q4 | $418K | Buy |
5,153
+300
| +6% | +$24.3K | 0.31% | 58 |
|
|
2023
Q3 | $347K | Sell |
4,853
-188
| -4% | -$13.4K | 0.31% | 54 |
|
|
2023
Q2 | $381K | Hold |
5,041
| – | – | 0.32% | 52 |
|
|
2023
Q1 | $363K | Buy |
+5,041
| New | +$363K | 0.45% | 34 |
|