Kingswood Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,309
| Closed | -$206K | – | 832 |
|
|
2024
Q4 | $206K | Buy |
+2,309
| New | +$206K | 0.02% | 723 |
|
|
2024
Q3 | – | Sell |
-4,033
| Closed | -$331K | – | 760 |
|
|
2024
Q2 | $331K | Buy |
4,033
+1,143
| +40% | +$93.7K | 0.03% | 491 |
|
|
2024
Q1 | $246K | Buy |
2,890
+291
| +11% | +$24.8K | 0.03% | 538 |
|
|
2023
Q4 | $211K | Buy |
+2,599
| New | +$211K | 0.02% | 568 |
|