High Net Worth Advisory Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-715
| Closed | -$50.3K | – | 572 |
|
|
2022
Q4 | $50.3K | Buy |
715
+402
| +128% | +$28.3K | 0.02% | 325 |
|
|
2022
Q3 | $21K | Hold |
313
| – | – | 0.01% | 447 |
|
|
2022
Q2 | $21K | Hold |
313
| – | – | 0.01% | 445 |
|
|
2022
Q1 | $26K | Hold |
313
| – | – | 0.01% | 419 |
|
|
2021
Q4 | $28K | Buy |
+313
| New | +$28K | 0.01% | 419 |
|