LJI Wealth Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
71,948
+12,004
| +20% | +$2.5M | 2.61% | 9 |
|
|
2025
Q1 | $11.2M | Buy |
59,944
+2,332
| +4% | +$435K | 2.22% | 11 |
|
|
2024
Q4 | $12.1M | Sell |
57,612
-4,107
| -7% | -$863K | 2.38% | 11 |
|
|
2024
Q3 | $12.8M | Buy |
61,719
+2,230
| +4% | +$462K | 2.61% | 11 |
|
|
2024
Q2 | $11.4M | Buy |
+59,489
| New | +$11.4M | 2.51% | 11 |
|
|
2024
Q1 | – | Sell |
-54,773
| Closed | -$10.1M | – | 176 |
|
|
2023
Q4 | $10.1M | Buy |
54,773
+1,057
| +2% | +$194K | 2.6% | 11 |
|
|
2023
Q3 | $8.76M | Buy |
53,716
+2,421
| +5% | +$395K | 2.52% | 11 |
|
|
2023
Q2 | $9.05M | Buy |
51,295
+1,182
| +2% | +$209K | 2.63% | 10 |
|
|
2023
Q1 | $8.27M | Buy |
50,113
+2,364
| +5% | +$390K | 2.61% | 10 |
|
|
2022
Q4 | $7.43M | Buy |
+47,749
| New | +$7.43M | 2.61% | 10 |
|