Kovitz Investment Group Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,895
| Closed | -$257 | – | 155 |
|
|
2017
Q4 | $257 | Sell |
1,895
-45
| -2% | -$6 | 0.01% | 143 |
|
|
2017
Q3 | $252K | Buy |
1,940
+70
| +4% | +$9.09K | 0.01% | 144 |
|
|
2017
Q2 | $230K | Hold |
1,870
| – | – | 0.01% | 142 |
|
|
2017
Q1 | $220K | Hold |
1,870
| – | – | 0.01% | 128 |
|
|
2016
Q4 | $209K | Sell |
1,870
-5
| -0.3% | -$559 | 0.01% | 111 |
|
|
2016
Q3 | $203K | Buy |
+1,875
| New | +$203K | 0.01% | 122 |
|