Essex Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,381
| Closed | -$242K | – | 521 |
|
|
2023
Q3 | $242K | Buy |
3,381
+458
| +16% | +$32.7K | 0.03% | 413 |
|
|
2023
Q2 | $221K | Sell |
2,923
-661
| -18% | -$50K | 0.03% | 429 |
|
|
2023
Q1 | $258K | Buy |
3,584
+53
| +2% | +$3.82K | 0.03% | 409 |
|
|
2022
Q4 | $248K | Buy |
3,531
+16
| +0.5% | +$1.12K | 0.03% | 411 |
|
|
2022
Q3 | $234K | Buy |
+3,515
| New | +$234K | 0.03% | 399 |
|
|
2022
Q1 | – | Sell |
-2,404
| Closed | -$216K | – | 529 |
|
|
2021
Q4 | $216K | Buy |
+2,404
| New | +$216K | 0.02% | 460 |
|