Goelzer Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,216
| Closed | -$1.08M | – | 229 |
|
|
2023
Q2 | $1.08M | Buy |
14,216
+2,470
| +21% | +$187K | 0.09% | 138 |
|
|
2023
Q1 | $847K | Buy |
11,746
+410
| +4% | +$29.6K | 0.07% | 148 |
|
|
2022
Q4 | $798K | Buy |
11,336
+256
| +2% | +$18K | 0.07% | 155 |
|
|
2022
Q3 | $738K | Buy |
11,080
+7,128
| +180% | +$475K | 0.07% | 155 |
|
|
2022
Q2 | $270K | Buy |
+3,952
| New | +$270K | 0.03% | 204 |
|