HPIA
Hamilton Point Investment Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,390
| Closed | -$213K | – | 166 |
|
|
2024
Q4 | $213K | Hold |
2,390
| – | – | 0.04% | 118 |
|
|
2024
Q3 | $214K | Buy |
+2,390
| New | +$214K | 0.04% | 115 |
|
|
2024
Q2 | – | Sell |
-2,390
| Closed | -$203K | – | 151 |
|
|
2024
Q1 | $203K | Sell |
2,390
-400
| -14% | -$34K | 0.04% | 114 |
|
|
2023
Q4 | $226K | Buy |
+2,790
| New | +$226K | 0.05% | 117 |
|
|
2023
Q3 | – | Sell |
-2,790
| Closed | -$211K | – | 142 |
|
|
2023
Q2 | $211K | Hold |
2,790
| – | – | 0.05% | 117 |
|
|
2023
Q1 | $201K | Buy |
+2,790
| New | +$201K | 0.05% | 112 |
|