LJI Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.62M | Buy |
64,452
+11,030
| +21% | +$962K | 0.98% | 16 |
|
|
2025
Q1 | $4.31M | Buy |
53,422
+3,495
| +7% | +$282K | 0.86% | 17 |
|
|
2024
Q4 | $4.46M | Sell |
49,927
-6,253
| -11% | -$559K | 0.88% | 17 |
|
|
2024
Q3 | $5.02M | Sell |
56,180
-3,274
| -6% | -$293K | 1.03% | 17 |
|
|
2024
Q2 | $4.87M | Buy |
+59,454
| New | +$4.87M | 1.08% | 16 |
|
|
2024
Q1 | – | Sell |
-54,200
| Closed | -$4.4M | – | 177 |
|
|
2023
Q4 | $4.4M | Buy |
54,200
+18,315
| +51% | +$1.49M | 1.14% | 16 |
|
|
2023
Q3 | $2.56M | Buy |
35,885
+1,533
| +4% | +$110K | 0.74% | 24 |
|
|
2023
Q2 | $2.6M | Sell |
34,352
-1,289
| -4% | -$97.5K | 0.76% | 23 |
|
|
2023
Q1 | $2.57M | Buy |
35,641
+2,372
| +7% | +$171K | 0.81% | 21 |
|
|
2022
Q4 | $2.34M | Buy |
+33,269
| New | +$2.34M | 0.82% | 22 |
|