J.P. Morgan Private Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio VTWO Stock Details VTWO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$42M	Buy	588,572 +47,657	+9%	+$3.4M	0.12%	179
2023 Q2	$40.9M	Sell	540,915 -293,771	-35%	-$22.2M	0.21%	101
2023 Q1	$60.2M	Sell	834,686 -235,391	-22%	-$17M	0.13%	171
2022 Q4	$75.3M	Buy	1,070,077 +346,834	+48%	+$24.4M	0.17%	133
2022 Q3	$48.2M	Sell	723,243 -398,219	-36%	-$26.5M	0.13%	172
2022 Q2	$76.7M	Sell	1,121,462 -121,887	-10%	-$8.33M	0.2%	121
2022 Q1	$103M	Buy	1,243,349 +80,404	+7%	+$6.66M	0.22%	104
2021 Q4	$104M	Buy	1,162,945 +35,011	+3%	+$3.14M	0.22%	105
2021 Q3	$99.7M	Buy	1,127,934 +104,254	+10%	+$9.22M	0.24%	97
2021 Q2	$94.8M	Buy	1,023,680 +127,742	+14%	+$11.8M	0.25%	100
2021 Q1	$79.9M	Buy	895,938 +21,906	+3%	+$1.95M	0.26%	101
2020 Q4	$69.2M	Buy	874,032 +168,714	+24%	+$13.4M	0.22%	111
2020 Q3	$42.7M	Buy	705,318 +42,672	+6%	+$2.58M	0.17%	130
2020 Q2	$38.2M	Buy	662,646 +177,672	+37%	+$10.3M	0.17%	127
2020 Q1	$22.4M	Sell	484,974 -37,502	-7%	-$1.73M	0.13%	156
2019 Q4	$34.8M	Buy	522,476 +24,948	+5%	+$1.66M	0.16%	144
2019 Q3	$30.3M	Buy	497,528 +17,280	+4%	+$1.05M	0.16%	143
2019 Q2	$30M	Sell	480,248 -10,776	-2%	-$673K	0.16%	141
2019 Q1	$30.2M	Sell	491,024 -484	-0.1%	-$29.8K	0.16%	144
2018 Q4	$26.4M	Sell	491,508 -132,506	-21%	-$7.11M	0.16%	143
2018 Q3	$42.2M	Buy	624,014 +32,142	+5%	+$2.17M	0.21%	117
2018 Q2	$38.8M	Buy	591,872 +45,174	+8%	+$2.96M	0.22%	108
2018 Q1	$33.3M	Sell	546,698 -121,664	-18%	-$7.42M	0.23%	108
2017 Q4	$40.9M	Buy	668,362 +19,624	+3%	+$1.2M	0.27%	93
2017 Q3	$38.6M	Buy	648,738 +37,526	+6%	+$2.23M	0.28%	93
2017 Q2	$34.5M	Buy	611,212 +29,388	+5%	+$1.66M	0.26%	97
2017 Q1	$32.1M	Buy	581,824 +202,612	+53%	+$11.2M	0.25%	100
2016 Q4	$20.5M	Buy	379,212 +20,956	+6%	+$1.13M	0.18%	127
2016 Q3	$17.8M	Buy	358,256 +22,170	+7%	+$1.1M	0.17%	140
2016 Q2	$15.4M	Buy	336,086 +8,870	+3%	+$407K	0.15%	141
2016 Q1	$14.5M	Buy	327,216 +17,406	+6%	+$772K	0.14%	143
2015 Q4	$14M	Sell	309,810 -8,558	-3%	-$386K	0.14%	149
2015 Q3	$13.9M	Buy	318,368 +9,104	+3%	+$399K	0.18%	131
2015 Q2	$15.5M	Buy	309,264 +7,272	+2%	+$364K	0.18%	138
2015 Q1	$15M	Buy	301,992 +12,012	+4%	+$598K	0.17%	138
2014 Q4	$13.9M	Buy	289,980 +23,348	+9%	+$1.12M	0.17%	139
2014 Q3	$11.7M	Buy	266,632 +29,034	+12%	+$1.28M	0.15%	148
2014 Q2	$11.3M	Buy	237,598 +16,224	+7%	+$771K	0.19%	127
2014 Q1	$10.3M	Sell	221,374 -7,704	-3%	-$359K	0.19%	130
2013 Q4	$10.5M	Buy	229,078 +81,954	+56%	+$3.77M	0.21%	123
2013 Q3	$6.3M	Buy	147,124 +69,766	+90%	+$2.99M	0.14%	156
2013 Q2	$3.01M	Buy	+77,358	New	+$3.01M	0.07%	207