IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $226K | Buy |
2,253
+6
| +0.3% | +$626 | ﹤0.01% | 1325 |
|
|
2025
Q4 | $224K | Sell |
2,247
-659
| -23% | -$65.5K | 0.01% | 1317 |
|
|
2025
Q3 | $284K | Buy |
2,906
+108
| +4% | +$10K | 0.01% | 1120 |
|
|
2025
Q2 | $244K | Buy |
2,798
+213
| +8% | +$17.3K | 0.01% | 1174 |
|
|
2025
Q1 | $208K | Buy |
2,585
+94
| +4% | +$8.25K | 0.01% | 1154 |
|
|
2024
Q4 | $223K | Buy |
2,491
+207
| +9% | +$19.1K | 0.01% | 1076 |
|
|
2024
Q3 | $204K | Sell |
2,284
-128
| -5% | -$11.1K | 0.01% | 1080 |
|
|
2024
Q2 | $198K | Sell |
2,412
-1,060
| -31% | -$86.7K | 0.01% | 1044 |
|
|
2024
Q1 | $295K | Buy |
3,472
+46
| +1% | +$3.71K | 0.01% | 808 |
|
|
2023
Q4 | $278K | Sell |
3,426
-991
| -22% | -$71.8K | 0.01% | 805 |
|
|
2023
Q3 | $316K | Sell |
4,417
-740
| -14% | -$56.1K | 0.01% | 760 |
|
|
2023
Q2 | $390K | Sell |
5,157
-921
| -15% | -$66.4K | 0.02% | 743 |
|
|
2023
Q1 | $800K | Sell |
6,078
-637
| -9% | -$47.3K | 0.03% | 451 |
|
|
2022
Q4 | $885K | Buy |
6,715
+379
| +6% | +$27.2K | 0.02% | 666 |
|
|
2022
Q3 | $838K | Sell |
6,336
-2,318
| -27% | -$171K | 0.02% | 704 |
|
|
2022
Q2 | $1.14M | Hold |
8,654
| – | – | 0.04% | 538 |
|
|
2022
Q1 | $1.14M | Buy |
8,654
+5,489
| +173% | +$452K | 0.04% | 538 |
|
|
2021
Q4 | $283K | Buy |
3,165
+164
| +5% | +$15K | 0.01% | 806 |
|
|
2021
Q3 | $264K | Buy |
3,001
+1,939
| +183% | +$174K | 0.01% | 828 |
|
|
2021
Q2 | $98K | Hold |
1,062
| – | – | ﹤0.01% | 1258 |
|
|
2021
Q1 | $94K | Buy |
1,062
+1,042
| +5,210% | +$91.8K | ﹤0.01% | 1197 |
|
|
2020
Q4 | $2K | Buy |
+20
| New | +$1.41K | ﹤0.01% | 2672 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3980 |
|
|
2020
Q2 | – | Sell |
-142
| Closed | -$7.51K | – | 3800 |
|
|
2020
Q1 | $7K | Buy |
142
+62
| +78% | +$3.71K | ﹤0.01% | 1950 |
|
|
2019
Q4 | $5K | Buy |
+80
| New | +$5.08K | ﹤0.01% | 2202 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3688 |
|
|
2019
Q1 | $118K | Sell |
1,922
-86
| -4% | -$5.19K | 0.02% | 634 |
|
|
2018
Q4 | $107K | Sell |
2,008
-268
| -12% | -$16.1K | 0.01% | 1160 |
|
|
2018
Q3 | $154K | Sell |
2,276
-94
| -4% | -$6.38K | 0.01% | 1227 |
|
|
2018
Q2 | $156K | Buy |
2,370
+552
| +30% | +$35.5K | 0.01% | 1212 |
|
|
2018
Q1 | $111K | Hold |
1,818
| – | – | 0.01% | 1327 |
|
|
2017
Q4 | $111K | Buy |
1,818
+548
| +43% | +$33K | 0.01% | 1336 |
|
|
2017
Q3 | $76K | Buy |
1,270
+800
| +170% | +$45.2K | ﹤0.01% | 1718 |
|
|
2017
Q2 | $27K | Buy |
470
+200
| +74% | +$11.1K | ﹤0.01% | 2404 |
|
|
2017
Q1 | $15K | Sell |
270
-30
| -10% | -$1.64K | ﹤0.01% | 2686 |
|
|
2016
Q4 | $16K | Buy |
300
+220
| +275% | +$11.3K | ﹤0.01% | 2623 |
|
|
2016
Q3 | $4K | Buy |
+80
| New | +$3.9K | ﹤0.01% | 3367 |
|
|
2016
Q2 | – | Sell |
-1,922
| Closed | -$118K | – | 4091 |
|
|
2016
Q1 | $118K | Buy |
+1,922
| New | +$79.6K | 0.02% | 634 |
|
Other funds holding VTWO
NIM
