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 |
|