Glass Jacobson Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
3,145
-140
| -4% | -$12.2K | 0.11% | 160 |
|
|
2025
Q1 | $293K | Hold |
3,285
| – | – | 0.1% | 195 |
|
|
2024
Q4 | $293K | Buy |
3,285
+854
| +35% | +$76.3K | 0.1% | 195 |
|
|
2024
Q3 | $217K | Buy |
+2,431
| New | +$217K | 0.07% | 219 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$82 | – | 785 |
|
|
2023
Q4 | $82 | Sell |
1
-195
| -99% | -$16K | ﹤0.01% | 701 |
|
|
2023
Q3 | $14K | Hold |
196
| – | – | 0.01% | 461 |
|
|
2023
Q2 | $14.8K | Buy |
+196
| New | +$14.8K | 0.01% | 461 |
|
|
2022
Q4 | $13.7K | Buy |
+195
| New | +$13.7K | 0.01% | 477 |
|