Marcum Wealth’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
Q1 | $239K | Buy |
2,967
+3
| +0.1% | +$242 | 0.02% | 329 |
|
|
2024
Q4 | $265K | Buy |
2,964
+3
| +0.1% | +$268 | 0.02% | 306 |
|
|
2024
Q3 | $265K | Sell |
2,961
-33
| -1% | -$2.95K | 0.02% | 308 |
|
|
2024
Q2 | $245K | Hold |
2,994
| – | – | 0.02% | 309 |
|
|
2024
Q1 | $255K | Buy |
2,994
+2
| +0.1% | +$170 | 0.03% | 298 |
|
|
2023
Q4 | $243K | Sell |
2,992
-1,089
| -27% | -$88.3K | 0.03% | 301 |
|
|
2023
Q3 | $292K | Sell |
4,081
-4
| -0.1% | -$286 | 0.04% | 246 |
|
|
2023
Q2 | $309K | Sell |
4,085
-74
| -2% | -$5.6K | 0.04% | 243 |
|
|
2023
Q1 | $300K | Sell |
4,159
-899
| -18% | -$64.8K | 0.04% | 244 |
|
|
2022
Q4 | $356K | Sell |
5,058
-55
| -1% | -$3.87K | 0.05% | 213 |
|
|
2022
Q3 | $341K | Buy |
5,113
+3
| +0.1% | +$200 | 0.05% | 215 |
|
|
2022
Q2 | $349K | Sell |
5,110
-16
| -0.3% | -$1.09K | 0.05% | 213 |
|
|
2022
Q1 | $425K | Sell |
5,126
-3,077
| -38% | -$255K | 0.06% | 186 |
|
|
2021
Q4 | $737K | Buy |
8,203
+81
| +1% | +$7.28K | 0.1% | 131 |
|
|
2021
Q3 | $718K | Buy |
+8,122
| New | +$718K | 0.11% | 128 |
|