Foundations Investment Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Buy |
4,896
+529
| +12% | +$46.1K | 0.01% | 633 |
|
|
2025
Q1 | $352K | Sell |
4,367
-1,028
| -19% | -$82.9K | 0.01% | 665 |
|
|
2024
Q4 | $482K | Sell |
5,395
-452
| -8% | -$40.4K | 0.01% | 544 |
|
|
2024
Q3 | $522K | Buy |
5,847
+1,070
| +22% | +$95.6K | 0.01% | 510 |
|
|
2024
Q2 | $392K | Sell |
4,777
-340
| -7% | -$27.9K | 0.01% | 549 |
|
|
2024
Q1 | $435K | Buy |
5,117
+40
| +0.8% | +$3.4K | 0.01% | 497 |
|
|
2023
Q4 | $401K | Sell |
5,077
-2,324
| -31% | -$184K | 0.01% | 484 |
|
|
2023
Q3 | $529K | Buy |
7,401
+373
| +5% | +$26.6K | 0.02% | 374 |
|
|
2023
Q2 | $531K | Buy |
7,028
+1,159
| +20% | +$87.6K | 0.02% | 354 |
|
|
2023
Q1 | $423K | Buy |
5,869
+169
| +3% | +$12.2K | 0.02% | 345 |
|
|
2022
Q4 | $401K | Buy |
+5,700
| New | +$401K | 0.02% | 311 |
|