GWANC
Guardian Wealth Advisors (North Carolina)’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $184K | Buy |
2,111
+13
| +0.6% | +$1.13K | 0.01% | 333 |
|
|
2025
Q1 | $169K | Buy |
2,098
+32
| +2% | +$2.58K | 0.01% | 322 |
|
|
2024
Q4 | $185K | Buy |
2,066
+2,007
| +3,402% | +$179K | 0.01% | 314 |
|
|
2024
Q3 | $5.27K | Hold |
59
| – | – | ﹤0.01% | 407 |
|
|
2024
Q2 | $4.84K | Buy |
59
+14
| +31% | +$1.15K | ﹤0.01% | 393 |
|
|
2024
Q1 | $3.83K | Hold |
45
| – | – | ﹤0.01% | 412 |
|
|
2023
Q4 | $3.65K | Hold |
45
| – | – | ﹤0.01% | 401 |
|
|
2023
Q3 | $3.22K | Buy |
+45
| New | +$3.22K | ﹤0.01% | 385 |
|