Foundations Investment Advisors’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	$557K	Buy	5,565 +699	+14%	+$72.9K	0.01%	681
2025 Q4	$484K	Sell	4,866 -224	-4%	-$22.3K	0.01%	724
2025 Q3	$498K	Buy	5,090 +194	+4%	+$18K	0.01%	653
2025 Q2	$427K	Buy	4,896 +529	+12%	+$43K	0.01%	633
2025 Q1	$352K	Sell	4,367 -1,028	-19%	-$90.2K	0.01%	665
2024 Q4	$482K	Sell	5,395 -452	-8%	-$41.7K	0.01%	545
2024 Q3	$522K	Buy	5,847 +1,070	+22%	+$92.6K	0.01%	510
2024 Q2	$392K	Sell	4,777 -340	-7%	-$27.8K	0.01%	549
2024 Q1	$435K	Buy	5,117 +40	+0.8%	+$3.22K	0.01%	497
2023 Q4	$401K	Sell	5,077 -2,324	-31%	-$168K	0.01%	484
2023 Q3	$529K	Buy	7,401 +373	+5%	+$28.3K	0.02%	374
2023 Q2	$531K	Buy	7,028 +1,159	+20%	+$83.5K	0.02%	354
2023 Q1	$423K	Buy	5,869 +169	+3%	+$12.6K	0.02%	345
2022 Q4	$401K	Buy	+5,700	New	+$410K	0.02%	311