GoalVest Advisory’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	–	Hold	0	–	–	–	527
2025 Q1	–	Sell	-38,665	Closed	-$3.45M	–	554
2024 Q4	$3.45M	Buy	38,665 +966	+3%	+$86.3K	0.95%	16
2024 Q3	$3.37M	Buy	+37,699	New	+$3.37M	0.97%	13