EWM
Echo Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,781
| Closed | -$222K | – | 52 |
|
|
2022
Q1 | $222K | Sell |
2,781
-1,643
| -37% | -$131K | 0.26% | 49 |
|
|
2021
Q4 | $384K | Hold |
4,424
| – | – | 0.44% | 38 |
|
|
2021
Q3 | $396K | Hold |
4,424
| – | – | 0.47% | 35 |
|
|
2021
Q2 | $404K | Buy |
4,424
+2,212
| +100% | +$202K | 0.52% | 35 |
|
|
2021
Q1 | $394K | Hold |
2,212
| – | – | 0.5% | 38 |
|
|
2020
Q4 | $350K | Buy |
+2,212
| New | +$350K | 0.46% | 37 |
|