DWA
Divergent Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-33,914
| Closed | -$4.52M | – | 42 |
|
|
2019
Q4 | $4.52M | Sell |
33,914
-6,007
| -15% | -$800K | 1.33% | 15 |
|
|
2019
Q3 | $4.86M | Buy |
39,921
+6,913
| +21% | +$841K | 1.51% | 15 |
|
|
2019
Q2 | $4.13M | Sell |
33,008
-3,658
| -10% | -$457K | 1.31% | 15 |
|
|
2019
Q1 | $4.51M | Sell |
36,666
-7,888
| -18% | -$970K | 1.5% | 15 |
|
|
2018
Q4 | $4.78M | Buy |
+44,554
| New | +$4.78M | 1.77% | 13 |
|