J.P. Morgan Private Wealth Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.42M | Buy |
8,721
+14
| +0.2% | +$2.28K | ﹤0.01% | 859 |
|
|
2023
Q2 | $1.54M | Buy |
8,707
+343
| +4% | +$60.5K | 0.01% | 647 |
|
|
2023
Q1 | $1.38M | Sell |
8,364
-36
| -0.4% | -$5.94K | ﹤0.01% | 1023 |
|
|
2022
Q4 | $1.31M | Buy |
8,400
+6,184
| +279% | +$963K | ﹤0.01% | 1025 |
|
|
2022
Q3 | $333K | Buy |
2,216
+249
| +13% | +$37.4K | ﹤0.01% | 1613 |
|
|
2022
Q2 | $295K | Sell |
1,967
-414
| -17% | -$62.1K | ﹤0.01% | 1656 |
|
|
2022
Q1 | $443K | Buy |
2,381
+174
| +8% | +$32.4K | ﹤0.01% | 1587 |
|
|
2021
Q4 | $471K | Buy |
2,207
+27
| +1% | +$5.76K | ﹤0.01% | 1579 |
|
|
2021
Q3 | $466K | Buy |
2,180
+100
| +5% | +$21.4K | ﹤0.01% | 1529 |
|
|
2021
Q2 | $472K | Hold |
2,080
| – | – | ﹤0.01% | 1499 |
|
|
2021
Q1 | $455K | Hold |
2,080
| – | – | ﹤0.01% | 1348 |
|
|
2020
Q4 | $434K | Hold |
2,080
| – | – | ﹤0.01% | 1343 |
|
|
2020
Q3 | $336K | Hold |
2,080
| – | – | ﹤0.01% | 1313 |
|
|
2020
Q2 | $313K | Sell |
2,080
-1,067
| -34% | -$161K | ﹤0.01% | 1290 |
|
|
2020
Q1 | $362K | Sell |
3,147
-1,242
| -28% | -$143K | ﹤0.01% | 1059 |
|
|
2019
Q4 | $684K | Buy |
4,389
+457
| +12% | +$71.2K | ﹤0.01% | 933 |
|
|
2019
Q3 | $551K | Hold |
3,932
| – | – | ﹤0.01% | 974 |
|
|
2019
Q2 | $577K | Sell |
3,932
-443
| -10% | -$65K | ﹤0.01% | 933 |
|
|
2019
Q1 | $625K | Hold |
4,375
| – | – | ﹤0.01% | 946 |
|
|
2018
Q4 | $534K | Sell |
4,375
-175
| -4% | -$21.4K | ﹤0.01% | 943 |
|
|
2018
Q3 | $710K | Buy |
4,550
+335
| +8% | +$52.3K | ﹤0.01% | 943 |
|
|
2018
Q2 | $625K | Hold |
4,215
| – | – | ﹤0.01% | 930 |
|
|
2018
Q1 | $583K | Hold |
4,215
| – | – | ﹤0.01% | 818 |
|
|
2017
Q4 | $571K | Buy |
4,215
+762
| +22% | +$103K | ﹤0.01% | 826 |
|
|
2017
Q3 | $449K | Buy |
3,453
+407
| +13% | +$52.9K | ﹤0.01% | 888 |
|
|
2017
Q2 | $374K | Buy |
3,046
+408
| +15% | +$50.1K | ﹤0.01% | 933 |
|
|
2017
Q1 | $311K | Buy |
+2,638
| New | +$311K | ﹤0.01% | 1051 |
|