EWM
Endowment Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
2,757
+5
| +0.2% | +$436 | 0.12% | 126 |
|
|
2025
Q1 | $222K | Sell |
2,752
-111
| -4% | -$8.95K | 0.14% | 128 |
|
|
2024
Q4 | $256K | Sell |
2,863
-129
| -4% | -$11.5K | 0.17% | 107 |
|
|
2024
Q3 | $267K | Sell |
2,992
-41
| -1% | -$3.66K | 0.18% | 105 |
|
|
2024
Q2 | $249K | Sell |
3,033
-2,097
| -41% | -$172K | 0.18% | 108 |
|
|
2024
Q1 | $436K | Buy |
5,130
+2,032
| +66% | +$173K | 0.33% | 69 |
|
|
2023
Q4 | $251K | Sell |
3,098
-20
| -0.6% | -$1.62K | 0.21% | 107 |
|
|
2023
Q3 | $223K | Buy |
3,118
+252
| +9% | +$18K | 0.2% | 113 |
|
|
2023
Q2 | $217K | Buy |
+2,866
| New | +$217K | 0.2% | 119 |
|