HNWAG
High Net Worth Advisory Group’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
+1,250
| New | +$261K | 0.07% | 194 |
|
|
2025
Q1 | – | Sell |
-1,000
| Closed | -$210K | – | 223 |
|
|
2024
Q4 | $210K | Hold |
1,000
| – | – | 0.06% | 209 |
|
|
2024
Q3 | $207K | Buy |
+1,000
| New | +$207K | 0.06% | 215 |
|
|
2024
Q2 | – | Sell |
-1,300
| Closed | -$256K | – | 224 |
|
|
2024
Q1 | $256K | Hold |
1,300
| – | – | 0.08% | 179 |
|
|
2023
Q4 | $239K | Hold |
1,300
| – | – | 0.09% | 171 |
|
|
2023
Q3 | $212K | Hold |
1,300
| – | – | 0.09% | 180 |
|
|
2023
Q2 | $229K | Hold |
1,300
| – | – | 0.09% | 172 |
|
|
2023
Q1 | $215K | Buy |
1,300
+500
| +63% | +$82.5K | 0.09% | 177 |
|
|
2022
Q4 | $125K | Sell |
800
-1,500
| -65% | -$234K | 0.05% | 227 |
|
|
2022
Q3 | $346K | Hold |
2,300
| – | – | 0.15% | 129 |
|
|
2022
Q2 | $345K | Buy |
2,300
+500
| +28% | +$75K | 0.14% | 131 |
|
|
2022
Q1 | $335K | Hold |
1,800
| – | – | 0.12% | 137 |
|
|
2021
Q4 | $384K | Buy |
+1,800
| New | +$384K | 0.13% | 132 |
|