Evernest Financial Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,400	Closed	-$202K	–	172
2024 Q4	$202K	Hold	1,400	–	–	0.05%	154
2024 Q3	$206K	Sell	1,400 -300	-18%	-$44.1K	0.06%	151
2024 Q2	$228K	Hold	1,700	–	–	0.1%	122
2024 Q1	$221K	Buy	+1,700	New	+$221K	0.1%	119