Meridian Wealth Advisors’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
$1.55M Sell
17,813
-125
-0.7% -$10.9K 0.25% 65
2025
Q1
$1.45M Sell
17,938
-1,700
-9% -$137K 0.25% 63
2024
Q4
$1.75M Sell
19,638
-95
-0.5% -$8.49K 0.29% 56
2024
Q3
$1.76M Buy
19,733
+1,001
+5% +$89.4K 0.29% 57
2024
Q2
$1.54M Buy
18,732
+100
+0.5% +$8.2K 0.27% 60
2024
Q1
$1.58M Buy
18,632
+1,126
+6% +$95.8K 0.3% 62
2023
Q4
$1.42M Buy
17,506
+1,300
+8% +$105K 0.31% 63
2023
Q3
$1.16M Buy
16,206
+1
+0% +$71 0.29% 69
2023
Q2
$1.23M Sell
16,205
-350
-2% -$26.5K 0.3% 69
2023
Q1
$1.19M Buy
16,555
+1
+0% +$72 0.3% 69
2022
Q4
$1.16M Buy
16,554
+3,247
+24% +$228K 0.3% 70
2022
Q3
$887K Sell
13,307
-2,950
-18% -$197K 0.25% 76
2022
Q2
$1.11M Sell
16,257
-8,009
-33% -$547K 0.3% 74
2022
Q1
$2.01M Sell
24,266
-2,699
-10% -$224K 0.47% 53
2021
Q4
$2.42M Buy
26,965
+3,510
+15% +$315K 0.59% 46
2021
Q3
$2.07M Sell
23,455
-398
-2% -$35.2K 0.58% 43
2021
Q2
$2.21M Buy
23,853
+2,949
+14% +$273K 0.63% 36
2021
Q1
$1.86M Buy
20,904
+4,402
+27% +$392K 0.62% 37
2020
Q4
$1.31M Buy
+16,502
New +$1.31M 0.48% 50
2019
Q1
Sell
-370
Closed -$20K 390
2018
Q4
$20K Buy
+370
New +$20K 0.02% 356