LW
Linscomb Wealth’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Sell |
7,117
-111
| -2% | -$9.68K | 0.03% | 214 |
|
|
2025
Q1 | $583K | Sell |
7,228
-305
| -4% | -$24.6K | 0.03% | 216 |
|
|
2024
Q4 | $673K | Sell |
7,533
-42
| -0.6% | -$3.75K | 0.03% | 202 |
|
|
2024
Q3 | $677K | Sell |
7,575
-185
| -2% | -$16.5K | 0.03% | 205 |
|
|
2024
Q2 | $636K | Sell |
7,760
-1,002
| -11% | -$82.1K | 0.03% | 200 |
|
|
2024
Q1 | $745K | Buy |
8,762
+583
| +7% | +$49.6K | 0.04% | 190 |
|
|
2023
Q4 | $663K | Sell |
8,179
-646
| -7% | -$52.4K | 0.04% | 191 |
|
|
2023
Q3 | $630K | Sell |
8,825
-1,080
| -11% | -$77.2K | 0.04% | 188 |
|
|
2023
Q2 | $749K | Sell |
9,905
-3,130
| -24% | -$237K | 0.04% | 177 |
|
|
2023
Q1 | $940K | Sell |
13,035
-1,275
| -9% | -$91.9K | 0.05% | 168 |
|
|
2022
Q4 | $1.01M | Buy |
14,310
+1,330
| +10% | +$93.6K | 0.05% | 174 |
|
|
2022
Q3 | $865K | Buy |
12,980
+430
| +3% | +$28.7K | 0.05% | 162 |
|
|
2022
Q2 | $858K | Sell |
12,550
-1,286
| -9% | -$87.9K | 0.05% | 166 |
|
|
2022
Q1 | $1.15M | Sell |
13,836
-5,405
| -28% | -$448K | 0.05% | 170 |
|
|
2021
Q4 | $1.73M | Buy |
19,241
+240
| +1% | +$21.6K | 0.08% | 143 |
|
|
2021
Q3 | $1.68M | Sell |
19,001
-61
| -0.3% | -$5.39K | 0.09% | 138 |
|
|
2021
Q2 | $1.77M | Buy |
19,062
+9,656
| +103% | +$894K | 0.09% | 131 |
|
|
2021
Q1 | $1.68M | Buy |
9,406
+631
| +7% | +$113K | 0.09% | 130 |
|
|
2020
Q4 | $1.39M | Buy |
8,775
+726
| +9% | +$115K | 0.08% | 138 |
|
|
2020
Q3 | $973K | Buy |
8,049
+512
| +7% | +$61.9K | 0.07% | 150 |
|
|
2020
Q2 | $870K | Buy |
+7,537
| New | +$870K | 0.06% | 154 |
|