Jamison Private Wealth Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-846
| Closed | -$175K | – | 478 |
|
|
2024
Q3 | $175K | Buy |
846
+2
| +0.2% | +$414 | 0.03% | 197 |
|
|
2024
Q2 | $161K | Hold |
844
| – | – | 0.03% | 187 |
|
|
2024
Q1 | $166K | Buy |
844
+2
| +0.2% | +$394 | 0.03% | 185 |
|
|
2023
Q4 | $155K | Buy |
842
+11
| +1% | +$2.02K | 0.03% | 182 |
|
|
2023
Q3 | $136K | Buy |
+831
| New | +$136K | 0.03% | 181 |
|