Financial & Tax Architects’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.31M	Buy	73,017 +6,860	+10%	+$715K	1.63%	20
2025 Q4	$6.58M	Buy	66,157 +23,835	+56%	+$2.37M	1.48%	31
2025 Q3	$4.14M	Sell	42,322 -1,334	-3%	-$124K	0.91%	37
2025 Q2	$3.81M	Buy	43,656 +35,370	+427%	+$2.88M	0.92%	35
2025 Q1	$668K	Sell	8,286 -41,787	-83%	-$3.67M	0.17%	80
2024 Q4	$4.47M	Buy	50,073 +2,386	+5%	+$220K	1.14%	34
2024 Q3	$4.26M	Sell	47,687 -9,135	-16%	-$790K	1.1%	33
2024 Q2	$4.66M	Buy	56,822 +479	+0.9%	+$39.2K	1.25%	34
2024 Q1	$4.79M	Buy	56,343 +98	+0.2%	+$7.9K	1.32%	33
2023 Q4	$4.56M	Sell	56,245 -3,885	-6%	-$281K	1.35%	34
2023 Q3	$4.3M	Buy	60,130 +705	+1%	+$53.5K	1.33%	34
2023 Q2	$4.49M	Sell	59,425 -3,224	-5%	-$232K	1.39%	34
2023 Q1	$4.52M	Sell	62,649 -3,858	-6%	-$287K	1.49%	35
2022 Q4	$4.96M	Sell	66,507 -4,381	-6%	-$315K	1.69%	21
2022 Q3	$4.72M	Sell	70,888 -9,438	-12%	-$695K	1.77%	13
2022 Q2	$5.49M	Sell	80,326 -10,871	-12%	-$809K	2.08%	12
2022 Q1	$7.56M	Sell	91,197 -11,669	-11%	-$960K	2.85%	10
2021 Q4	$9.24M	Sell	102,866 -6,891	-6%	-$629K	3.77%	4
2021 Q3	$9.7M	Buy	109,757 +1,379	+1%	+$123K	4.42%	3
2021 Q2	$10M	Buy	108,378 +12,890	+13%	+$1.17M	4.92%	3
2021 Q1	$8.51M	Buy	+95,488	New	+$8.42M	4.77%	4