EWM
Evermay Wealth Management’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1
| Closed | -$149 | – | 632 |
|
|
2024
Q2 | $149 | Hold |
1
| – | – | ﹤0.01% | 592 |
|
|
2024
Q1 | $154 | Hold |
1
| – | – | ﹤0.01% | 597 |
|
|
2023
Q4 | $151 | Hold |
1
| – | – | ﹤0.01% | 668 |
|
|
2023
Q3 | $132 | Hold |
1
| – | – | ﹤0.01% | 550 |
|
|
2023
Q2 | $137 | Hold |
1
| – | – | ﹤0.01% | 544 |
|
|
2023
Q1 | $133 | Hold |
1
| – | – | ﹤0.01% | 527 |
|
|
2022
Q4 | $134 | Buy |
+1
| New | +$134 | ﹤0.01% | 549 |
|