Golden State Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Buy |
5,618
+84
| +2% | +$7.33K | 0.06% | 241 |
|
|
2025
Q1 | $446K | Buy |
5,534
+256
| +5% | +$20.6K | 0.07% | 219 |
|
|
2024
Q4 | $472K | Buy |
+5,278
| New | +$472K | 0.07% | 204 |
|
|
2022
Q1 | $407K | Buy |
4,916
+335
| +7% | +$27.7K | 0.08% | 200 |
|
|
2021
Q4 | $411K | Buy |
4,581
+392
| +9% | +$35.2K | 0.07% | 243 |
|
|
2021
Q3 | $370K | Buy |
4,189
+87
| +2% | +$7.68K | 0.08% | 200 |
|
|
2021
Q2 | $380K | Hold |
4,102
| – | – | 0.08% | 198 |
|
|
2021
Q1 | $365K | Buy |
4,102
+6
| +0.1% | +$534 | 0.12% | 128 |
|
|
2020
Q4 | $324K | Buy |
4,096
+18
| +0.4% | +$1.42K | 0.09% | 168 |
|
|
2020
Q3 | $247K | Sell |
4,078
-4,748
| -54% | -$288K | 0.08% | 170 |
|
|
2020
Q2 | $537K | Buy |
8,826
+2,076
| +31% | +$126K | 0.17% | 98 |
|
|
2020
Q1 | $311K | Buy |
+6,750
| New | +$311K | 0.14% | 111 |
|
|
2019
Q4 | – | Sell |
-3,050
| Closed | -$186K | – | 926 |
|
|
2019
Q3 | $186K | Hold |
3,050
| – | – | 0.06% | 215 |
|
|
2019
Q2 | $190K | Hold |
3,050
| – | – | 0.06% | 232 |
|
|
2019
Q1 | $188K | Buy |
+3,050
| New | +$188K | 0.06% | 238 |
|