McDonald Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,604
| Closed | -$315K | – | 293 |
|
|
2022
Q2 | $315K | Hold |
4,604
| – | – | 0.08% | 232 |
|
|
2022
Q1 | $381K | Buy |
4,604
+4,449
| +2,870% | +$368K | 0.08% | 229 |
|
|
2021
Q4 | $13.9K | Sell |
155
-3,519
| -96% | -$316K | 0.01% | 174 |
|
|
2021
Q3 | $325K | Hold |
3,674
| – | – | 0.08% | 240 |
|
|
2021
Q2 | $340K | Hold |
3,674
| – | – | 0.08% | 234 |
|
|
2021
Q1 | $327K | Buy |
3,674
+1,114
| +44% | +$99.2K | 0.08% | 230 |
|
|
2020
Q4 | $203K | Buy |
+2,560
| New | +$203K | 0.06% | 262 |
|