LIA
LBMC Investment Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Buy |
162,373
+13,408
| +9% | +$1.17M | 1.01% | 17 |
|
|
2025
Q1 | $12M | Buy |
148,965
+48
| +0% | +$3.87K | 0.94% | 19 |
|
|
2024
Q4 | $13.3M | Buy |
148,917
+2,698
| +2% | +$241K | 1.05% | 16 |
|
|
2024
Q3 | $13.1M | Buy |
146,219
+417
| +0.3% | +$37.3K | 1.03% | 16 |
|
|
2024
Q2 | $12M | Sell |
145,802
-9,147
| -6% | -$750K | 1.04% | 16 |
|
|
2024
Q1 | $13.2M | Buy |
154,949
+76
| +0% | +$6.47K | 1.14% | 14 |
|
|
2023
Q4 | $12.6M | Buy |
154,873
+10,029
| +7% | +$813K | 1.19% | 13 |
|
|
2023
Q3 | $10M | Sell |
144,844
-2,625
| -2% | -$182K | 1.07% | 14 |
|
|
2023
Q2 | $11.2M | Buy |
147,469
+103
| +0.1% | +$7.79K | 1.1% | 14 |
|
|
2023
Q1 | $10.6M | Sell |
147,366
-1,542
| -1% | -$111K | 1.07% | 15 |
|
|
2022
Q4 | $10.5M | Sell |
148,908
-11,860
| -7% | -$835K | 1.11% | 14 |
|
|
2022
Q3 | $10.7M | Sell |
160,768
-6,839
| -4% | -$456K | 1.23% | 11 |
|
|
2022
Q2 | $11.5M | Sell |
167,607
-8,775
| -5% | -$600K | 1.24% | 11 |
|
|
2022
Q1 | $14.6M | Buy |
176,382
+33,182
| +23% | +$2.75M | 1.29% | 11 |
|
|
2021
Q4 | $12.9M | Buy |
143,200
+56,548
| +65% | +$5.08M | 1.11% | 12 |
|
|
2021
Q3 | $9.6K | Sell |
86,652
-23,646
| -21% | -$2.62K | 0.9% | 18 |
|
|
2021
Q2 | $10.2M | Buy |
110,298
+53,697
| +95% | +$4.97M | 0.97% | 15 |
|
|
2021
Q1 | $10.1M | Buy |
56,601
+14
| +0% | +$2.5K | 1.06% | 14 |
|
|
2020
Q4 | $8.96M | Buy |
56,587
+1,554
| +3% | +$246K | 1.06% | 15 |
|
|
2020
Q3 | $6.66M | Buy |
55,033
+2,639
| +5% | +$319K | 0.92% | 18 |
|
|
2020
Q2 | $6.05M | Buy |
52,394
+24,066
| +85% | +$2.78M | 0.95% | 15 |
|
|
2020
Q1 | $2.61M | Buy |
28,328
+8
| +0% | +$738 | 0.49% | 21 |
|
|
2019
Q4 | $3.77M | Sell |
28,320
-158
| -0.6% | -$21K | 0.53% | 21 |
|
|
2019
Q3 | $3.47M | Hold |
28,478
| – | – | 0.53% | 20 |
|
|
2019
Q2 | $3.56M | Buy |
28,478
+95
| +0.3% | +$11.9K | 0.54% | 20 |
|
|
2019
Q1 | $3.49M | Buy |
28,383
+280
| +1% | +$34.4K | 0.55% | 21 |
|
|
2018
Q4 | $3.02M | Buy |
28,103
+200
| +0.7% | +$21.5K | 0.56% | 20 |
|
|
2018
Q3 | $3.78M | Sell |
27,903
-11,446
| -29% | -$1.55M | 0.6% | 18 |
|
|
2018
Q2 | $5.16M | Buy |
39,349
+1,199
| +3% | +$157K | 0.85% | 14 |
|
|
2018
Q1 | $4.65M | Sell |
38,150
-8,066
| -17% | -$984K | 0.81% | 15 |
|
|
2017
Q4 | $5.65M | Sell |
46,216
-9,054
| -16% | -$1.11M | 0.92% | 15 |
|
|
2017
Q3 | $6.57M | Buy |
55,270
+184
| +0.3% | +$21.9K | 1.13% | 13 |
|
|
2017
Q2 | $6.21M | Hold |
55,086
| – | – | 1.09% | 14 |
|
|
2017
Q1 | $6.08M | Buy |
55,086
+91
| +0.2% | +$10K | 1.09% | 14 |
|
|
2016
Q4 | $5.94M | Buy |
54,995
+252
| +0.5% | +$27.2K | 1.11% | 12 |
|
|
2016
Q3 | $5.45M | Buy |
54,743
+224
| +0.4% | +$22.3K | 1.05% | 14 |
|
|
2016
Q2 | $5.01M | Buy |
54,519
+192
| +0.4% | +$17.6K | 1% | 14 |
|
|
2016
Q1 | $4.82M | Buy |
54,327
+94
| +0.2% | +$8.34K | 1% | 14 |
|
|
2015
Q4 | $4.89M | Buy |
54,233
+1,860
| +4% | +$168K | 1.06% | 14 |
|
|
2015
Q3 | $4.59M | Buy |
52,373
+370
| +0.7% | +$32.4K | 1.04% | 13 |
|
|
2015
Q2 | $5.21M | Hold |
52,003
| – | – | 1.11% | 13 |
|
|
2015
Q1 | $5.18M | Hold |
52,003
| – | – | 1.16% | 12 |
|
|
2014
Q4 | $4.97M | Buy |
52,003
+155
| +0.3% | +$14.8K | 1.15% | 12 |
|
|
2014
Q3 | $4.56M | Sell |
51,848
-4,505
| -8% | -$397K | 1.11% | 14 |
|
|
2014
Q2 | $5.35M | Sell |
56,353
-5,350
| -9% | -$508K | 1.45% | 14 |
|
|
2014
Q1 | $5.74M | Buy |
61,703
+145
| +0.2% | +$13.5K | 1.45% | 14 |
|
|
2013
Q4 | $5.66M | Hold |
61,558
| – | – | 1.48% | 14 |
|
|
2013
Q3 | $5.27M | Hold |
61,558
| – | – | 1.56% | 15 |
|
|
2013
Q2 | $4.79M | Buy |
+61,558
| New | +$4.79M | 1.66% | 14 |
|