HBK Sorce Advisory’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$237K Buy
2025
Q1
Sell
2024
Q4
$200K Sell
2024
Q3
$236K Sell
2024
Q2
$288K Buy
2024
Q1
$206K Buy
2023
Q4
Sell
2023
Q3
$256K Buy
2023
Q2
$270K Hold
2023
Q1
$258K Buy
2022
Q4
$217K Buy
2020
Q4
Sell
2020
Q3
$224K Buy