Elevation 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.7K | Hold |
833
| – | – | 0.03% | 197 |
|
|
2025
Q1 | $67.2K | Buy |
833
+1
| +0.1% | +$81 | 0.03% | 201 |
|
|
2024
Q4 | $74.3K | Sell |
832
-2,140
| -72% | -$191K | 0.03% | 192 |
|
|
2024
Q3 | $266K | Buy |
2,972
+1
| +0% | +$89 | 0.11% | 97 |
|
|
2024
Q2 | $244K | Sell |
2,971
-820
| -22% | -$67.2K | 0.12% | 97 |
|
|
2024
Q1 | $322K | Sell |
3,791
-18,174
| -83% | -$1.55M | 0.16% | 85 |
|
|
2023
Q4 | $1.57M | Buy |
+21,965
| New | +$1.57M | 0.94% | 23 |
|