EWM
Evermay 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
Q1 | – | Sell |
-556
| Closed | -$49.6K | – | 610 |
|
|
2024
Q4 | $49.6K | Buy |
556
+2
| +0.4% | +$179 | 0.01% | 321 |
|
|
2024
Q3 | $49.5K | Buy |
554
+4
| +0.7% | +$357 | 0.01% | 341 |
|
|
2024
Q2 | $45.1K | Hold |
550
| – | – | 0.01% | 356 |
|
|
2024
Q1 | $46.8K | Buy |
550
+1
| +0.2% | +$85 | 0.01% | 357 |
|
|
2023
Q4 | $44.5K | Buy |
549
+3
| +0.5% | +$243 | 0.01% | 336 |
|
|
2023
Q3 | $39K | Buy |
546
+2
| +0.4% | +$143 | 0.01% | 324 |
|
|
2023
Q2 | $41.1K | Buy |
544
+2
| +0.4% | +$151 | 0.01% | 323 |
|
|
2023
Q1 | $39.1K | Buy |
542
+2
| +0.4% | +$144 | 0.01% | 324 |
|
|
2022
Q4 | $38K | Buy |
540
+5
| +0.9% | +$352 | 0.01% | 317 |
|
|
2022
Q3 | $36K | Buy |
535
+2
| +0.4% | +$135 | 0.01% | 306 |
|
|
2022
Q2 | $36K | Hold |
533
| – | – | 0.01% | 303 |
|
|
2022
Q1 | $44K | Buy |
533
+1
| +0.2% | +$83 | 0.01% | 311 |
|
|
2021
Q4 | $48K | Buy |
532
+4
| +0.8% | +$361 | 0.01% | 285 |
|
|
2021
Q3 | $47K | Buy |
528
+1
| +0.2% | +$89 | 0.01% | 272 |
|
|
2021
Q2 | $49K | Buy |
+527
| New | +$49K | 0.01% | 290 |
|