LJI Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.8M	Buy	57,868 +650	+1%	+$67.8K	0.93%	16
2025 Q4	$5.69M	Sell	57,218 -1,498	-3%	-$149K	0.87%	18
2025 Q3	$5.74M	Sell	58,716 -5,736	-9%	-$532K	1%	16
2025 Q2	$5.62M	Buy	64,452 +11,030	+21%	+$897K	0.98%	16
2025 Q1	$4.31M	Buy	53,422 +3,495	+7%	+$307K	0.86%	17
2024 Q4	$4.46M	Sell	49,927 -6,253	-11%	-$577K	0.88%	17
2024 Q3	$5.02M	Sell	56,180 -3,274	-6%	-$283K	1.03%	17
2024 Q2	$4.87M	Buy	+59,454	New	+$4.86M	1.08%	16
2024 Q1	–	Sell	-54,200	Closed	-$4.4M	–	178
2023 Q4	$4.4M	Buy	54,200 +18,315	+51%	+$1.33M	1.14%	16
2023 Q3	$2.56M	Buy	35,885 +1,533	+4%	+$116K	0.74%	24
2023 Q2	$2.6M	Sell	34,352 -1,289	-4%	-$92.9K	0.76%	23
2023 Q1	$2.57M	Buy	35,641 +2,372	+7%	+$176K	0.81%	21
2022 Q4	$2.34M	Buy	+33,269	New	+$2.39M	0.82%	22