Lake Street Advisors Group’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
2024
Q4
$1.75M Buy
19,584
+5,000
+34% +$447K 0.08% 157
2024
Q3
$1.3M Hold
14,584
0.06% 174
2024
Q2
$1.2M Hold
14,584
0.06% 186
2024
Q1
$1.24M Hold
14,584
0.06% 194
2023
Q4
$1.18M Hold
14,584
0.06% 195
2023
Q3
$1.04M Hold
14,584
0.06% 163
2023
Q2
$1.1M Hold
14,584
0.06% 159
2023
Q1
$1.05M Hold
14,584
0.07% 159
2022
Q4
$1.03M Buy
14,584
+1,000
+7% +$70.4K 0.07% 148
2022
Q3
$905K Sell
13,584
-1,000
-7% -$66.6K 0.07% 156
2022
Q2
$997K Hold
14,584
0.07% 142
2022
Q1
$1.21M Hold
14,584
0.08% 138
2021
Q4
$1.31M Buy
+14,584
New +$1.31M 0.08% 134
2018
Q1
Sell
-14,584
Closed -$892K 354
2017
Q4
$892K Buy
+14,584
New +$892K 0.1% 78