Institute for Wealth Management’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.12M | Hold |
43,992
| – | – | 0.68% | 24 |
|
|
2025
Q1 | $5.85M | Buy |
43,992
+22,652
| +106% | +$3.01M | 0.75% | 17 |
|
|
2024
Q4 | $3.09M | Sell |
21,340
-237
| -1% | -$34.3K | 0.39% | 56 |
|
|
2024
Q3 | $3.18M | Buy |
21,577
+76
| +0.4% | +$11.2K | 0.4% | 46 |
|
|
2024
Q2 | $2.88M | Buy |
21,501
+10,545
| +96% | +$1.41M | 0.39% | 50 |
|
|
2024
Q1 | $1.53M | Sell |
10,956
-5
| -0% | -$699 | 0.2% | 111 |
|
|
2023
Q4 | $1.5M | Buy |
10,961
+3,290
| +43% | +$449K | 0.24% | 99 |
|
|
2023
Q3 | $916K | Buy |
7,671
+762
| +11% | +$91K | 0.17% | 152 |
|
|
2023
Q2 | $854K | Buy |
+6,909
| New | +$854K | 0.14% | 166 |
|