KMWM
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Keudell/Morrison Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$206K Sell
2,358
-2,085
-47% -$182K 0.05% 215
2025
Q1 		$358K Buy
+4,443
New +$358K 0.08% 143