LBMC Investment Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,706
| Closed | -$306K | – | 166 |
|
|
2022
Q3 | $306K | Hold |
2,706
| – | – | 0.04% | 111 |
|
|
2022
Q2 | $322K | Hold |
2,706
| – | – | 0.04% | 108 |
|
|
2022
Q1 | $382K | Sell |
2,706
-790
| -23% | -$112K | 0.03% | 105 |
|
|
2021
Q4 | $508K | Buy |
+3,496
| New | +$508K | 0.04% | 92 |
|