Executive Wealth Management’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
2022
Q1
Sell
-8,341
Closed -$749K 211
2021
Q4
$749K Sell
8,341
-1,943
-19% -$174K 0.07% 124
2021
Q3
$909K Sell
10,284
-5,384
-34% -$476K 0.1% 118
2021
Q2
$1.45M Sell
15,668
-6,722
-30% -$622K 0.16% 101
2021
Q1
$2M Buy
+22,390
New +$2M 0.23% 87
2019
Q1
Sell
-28
Closed -$2K 949
2018
Q4
$2K Buy
+28
New +$2K ﹤0.01% 786