IVC Wealth Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $663K | Sell |
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|
2025
Q2 | $692K | Sell |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.24M | Sell |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $2.03M | Buy |
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|
2023
Q2 | $2.04M | Buy |
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|
2023
Q1 | $1.8M | Buy |
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|
2022
Q4 | $1.71M | Buy |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $1.5M | Buy |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $976K | Buy |
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|
2021
Q2 | $857K | Buy |
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|
2021
Q1 | $653K | Buy |
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|
2020
Q4 | $337K | Buy |
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