Jones Financial Companies
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Jones Financial Companies’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Jones Financial Companies’s Portfolio VTWV Stock Details VTWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$243K Buy
1,750
+172
+11% +$23.9K ﹤0.01% 1578
2025
Q1 		$210K Buy
1,578
+262
+20% +$34.9K ﹤0.01% 1477
2024
Q4 		$190K Buy
1,316
+18
+1% +$2.6K ﹤0.01% 1377
2024
Q3 		$190K Buy
1,298
+252
+24% +$36.9K ﹤0.01% 1143
2024
Q2 		$140K Buy
+1,046
New +$140K ﹤0.01% 933