Kovitz Investment Group Partners’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
Q2 | $6.4M | Buy |
73,409
+17,416
| +31% | +$1.52M | 0.03% | 399 |
|
|
2025
Q1 | $4.52M | Buy |
55,993
+4,306
| +8% | +$347K | 0.02% | 423 |
|
|
2024
Q4 | $4.62M | Buy |
51,687
+15,585
| +43% | +$1.39M | 0.02% | 412 |
|
|
2024
Q3 | $3.02M | Buy |
36,102
+18,806
| +109% | +$1.57M | 0.02% | 423 |
|
|
2024
Q2 | $1.42M | Sell |
17,296
-3,295
| -16% | -$270K | 0.01% | 479 |
|
|
2024
Q1 | $1.75M | Sell |
20,591
-14,822
| -42% | -$1.26M | 0.02% | 314 |
|
|
2023
Q4 | $2.87M | Buy |
35,413
+96
| +0.3% | +$7.79K | 0.05% | 206 |
|
|
2023
Q3 | $2.52M | Sell |
35,317
-144
| -0.4% | -$10.3K | 0.05% | 214 |
|
|
2023
Q2 | $2.68M | Sell |
35,461
-5,586
| -14% | -$422K | 0.04% | 217 |
|
|
2023
Q1 | $2.96M | Buy |
41,047
+506
| +1% | +$36.5K | 0.05% | 206 |
|
|
2022
Q4 | $2.85M | Buy |
+40,541
| New | +$2.85M | 0.06% | 209 |
|